Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brad Underkofler is an investment advisor representative at Alliancebernstein LP, a firm with over $50 billion in assets under management. Jonathan is a seasoned professional with over 15 years of experience in the financial services industry. Jonathan has worked with a range of clients including high net worth individuals, corporations, and investment companies. Jonathan is committed to providing his clients with personalized investment advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/23/2020 - Present
Alliancebernstein LP (DENVER CO)
CO
09/26/2008 - 07/25/2014
WADDELL & REED (DENVER CO)
AZ
10/02/2006 - 09/12/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
IL
12/06/2005 - 03/24/2006
CITICORP INVESTMENT SERVICES (NORTHBROOK IL)
IL
07/06/2005 - 12/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/09/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
12/10/2002 - 01/23/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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