Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Chun-hung Fung is a registered investment advisor representative with Evercore Group LLC. He is registered in 37 states, including New York, California, Texas, Florida, and Illinois. Jonathan holds a Series 63, SIE, and Series 79 license. He joined Evercore Group LLC in 2017 and has been active in the industry since August 2017.
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.
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.
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NY
08/25/2017 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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