linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Chow

Flagstar Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Chow

Jonathan Chow is a financial advisor at Flagstar Advisors. He is a licensed and experienced financial professional, registered to provide investment advice in multiple states. Jonathan has a demonstrated history of success in the financial services industry, working with a variety of clients, including high-net-worth individuals, corporations, and institutions. He specializes in portfolio management for individuals and businesses. Jonathan has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jonathan Chow is currently registered with Flagstar Advisors. Flagstar Advisors is an investment advisor headquartered in New York, NY. The firm was formed in May 2000 and has 30 licensed agents, 36 investment advisor representatives, and 45 registered representatives. The firm primarily advises individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Flagstar Advisors offers investment advisory services including portfolio management for businesses, individuals, and pension consulting. The firm also provides selection of other advisors. Flagstar Advisors manages over $966 million in discretionary assets for 1,588 accounts. They are registered with the SEC and in all 52 states and are a participant in the FINRA arbitration forum.
Flagstar Advisors

1400 BROADWAY

NEW YORK, NY 10018

$966.65M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Chow’s Registration & Firm History

NY

10/12/2021 - Present

Flagstar Advisors (New York NY)

NY

06/28/2019 - 09/22/2021

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

Not sure if Jonathan Chow is right for you?

Licenses & Designations

BC

Issued 07/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Chow.
Not sure if Jonathan Chow is right for you?