Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan D'alton Thibodeaux is a financial advisor registered with Oppenheimer & Co. Inc. and has been in the industry since February 24, 2000. Jonathan has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Capitol Securities Management, Inc. Jonathan holds Series 63, 65, 7, and SIE licenses. Jonathan is registered in California, Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Jonathan is a specialist in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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2
VA
11/20/2019 - Present
Oppenheimer & Co. Inc. (RICHMOND VA)
VA
01/30/2015 - 11/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
09/04/2009 - 02/02/2015
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
01/07/2005 - 09/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
MO
04/26/2000 - 01/10/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 08/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
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
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