Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cherkas is a registered representative with Stifel, Nicolaus & Company, Inc. Jonathan has been in the securities industry since October 1994. Jonathan has held previous positions with Oppenheimer & Co. Inc., Morgan Stanley & Co. Incorporated, RBC Dain Rauscher Inc. and M.L. Stern & Co., LLC. Jonathan is currently registered with FINRA as a General Securities Representative. Jonathan has a Series 63 and 65 license as well as the SIE and Series 7 license. Jonathan is also licensed to sell securities in Arizona, California, Connecticut, Indiana, Nevada, New York, Oregon, Texas and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
02/07/2025 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
01/23/2009 - 02/04/2015
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
06/01/2007 - 02/09/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA MONICA CA)
CA
03/22/2006 - 06/12/2007
RBC DAIN RAUSCHER INC. (BEVERLY HILLS CA)
CA
10/14/1994 - 03/22/2006
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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