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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Karn is a financial advisor with over 10 years of experience in the industry. Jonathan currently works at Newedge Advisors, which is a firm with over $10 billion in assets under management. Jonathan has experience working with individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Jonathan also provides financial planning and portfolio management services. In addition to working at Newedge Advisors, Jonathan is a board member of Colonial Village, where he meets quarterly to approve property management decisions. Jonathan is a registered investment advisor representative in California and New Jersey. Jonathan has a strong track record of success and is committed to providing his clients with the best possible financial advice.
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.
Guidance on pension options to ensure a secure financial future.
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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NJ
06/21/2021 - Present
Newedge Advisors (Montvale NJ)
NJ
06/18/2021 - 01/02/2024
NEWEDGE SECURITIES, INC. (MONTVALE NJ)
NJ
04/27/2016 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTVALE NJ)
NJ
11/12/2014 - 04/25/2016
LPL FINANCIAL LLC (KINNELON NJ)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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