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Jonathan Daniel David

Fnex Capital, LLC

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About Jonathan Daniel David

Jonathan David is a financial advisor with over 20 years of experience in the industry. Jonathan currently works at Fnex Capital, LLC. Prior to joining Fnex Capital, LLC, Jonathan worked at March Capital Corp., RBC Capital Markets Corporation, Credit Suisse Securities (USA) LLC, UBS Warburg LLC and SBC Warburg Dillon Read Inc. Jonathan holds the Series 3, 4, 7, 10, 24, 55 and 63 licenses and the SIE certification. Jonathan is registered in California, Connecticut, Illinois and New York.

Firm Information

Jonathan David is currently registered with Fnex Capital, LLC. Fnex Capital, LLC is a Limited Liability Company formed in June 2012. It is registered in all 50 states and the District of Columbia and has received SEC registration approval.

Not reported

Assets Under Management

Not reported

Total Clients

87

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.

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.

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Jonathan David’s Registration & Firm History

IN

08/27/2014 - Present

Fnex Capital, LLC (INDIANAPOLIS IN)

IL

11/04/2013 - 08/13/2014

MARCH CAPITAL CORP. (CHICAGO IL)

NY

08/21/2009 - 07/23/2010

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

03/13/2001 - 05/29/2008

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

06/29/1998 - 03/15/2001

UBS WARBURG LLC (NEW YORK NY)

CT

01/01/1998 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

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Licenses & Designations

BC

Issued 11/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 06/12/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/29/2001

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/18/2000

Series 3 - National Commodity Futures Examination

BC

Issued 12/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Daniel David.
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