Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Daniel Bruckner is a financial professional with over 14 years of experience in the securities industry. Jonathan is a Registered Principal and has held positions at E*TRADE SECURITIES LLC and E*TRADE CLEARING LLC. Currently, Jonathan is affiliated with Morgan Stanley, providing investment advice and services to a wide range of clients, including individuals, corporations, and institutional investors. Jonathan holds a Series 7, Series 24, Series 52, and Series 53 license, allowing him to provide a comprehensive range of investment services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
07/14/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
09/30/2016 - 06/03/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
08/04/2009 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
BC
Issued 05/08/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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