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 Pickert is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Westlake Village, California. Jonathan has been working in the financial services industry since 2014. Jonathan is registered with the state of California. Previously, Jonathan worked at UnionBanc Investment Services, LLC and J.P. Morgan Securities LLC. Jonathan has passed the Series 7, Series 66, and SIE exams. Jonathan specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Jonathan provides investment advisory services including portfolio management, selection of other advisers, educational seminars, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
06/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE VILLAGE CA)
CA
08/08/2018 - 04/19/2022
UNIONBANC INVESTMENT SERVICES, LLC (THOUSAND OAKS CA)
CA
03/14/2016 - 08/01/2018
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
CA
05/23/2014 - 01/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
BOTH
Issued 07/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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