Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Eklund is an Investment Advisor Representative with Oppenheimer & Co. Inc., registered with the state of Illinois since February 13, 2018. Jonathan has been in the financial industry since 1986. Jonathan has worked for various firms including RBC Capital Markets, LLC and ABN AMRO INCORPORATED. Jonathan holds Series 4, 7, 9, 10, 63 and 65 licenses. Jonathan also has experience in portfolio management, financial planning, and selection of other advisors.
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.
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.
1
2
IL
11/18/2020 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
01/12/2001 - 02/06/2018
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
CT
01/02/1997 - 01/22/2001
ABN AMRO INCORPORATED (STAMFORD CT)
IL
07/01/1994 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
IA
10/24/1986 - 07/06/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Eklund is the right advisor for you? Invested Better is here to help.
