Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bennassar Soto is a registered investment advisor representative with Clarfeld. Jonathan has been in the financial services industry since 2008, holding positions with firms like Fifth Third Bank, BNY and Citizens Bank NA. Jonathan earned the Uniform Investment Adviser Law Examination certification in May 2024. Jonathan specializes in portfolio management for businesses and individuals and selection of other advisers. Clarfeld offers a range of investment advisory services to individuals, corporations, charitable organizations and investment companies. Jonathan Bennassar Soto is based in West Palm Beach, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/15/2024 - Present
Clarfeld (TARRYTOWN NY)
Active
Inactive
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