Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Goldman is a securities professional with over 30 years of experience in the financial industry. He is currently a Registered Representative of Genesis Capital, LLC, a firm he joined in 2004. Prior to that, Goldman held positions at Robertson Stephens, Inc., The Robinson-Humphrey Company, LLC, and CS First Boston Corporation. Jonathan Goldman is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 63, 79, and 99 licenses.
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.
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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2
GA
02/13/2004 - Present
Genesis Capital, LLC (ATLANTA GA)
CA
04/14/2000 - 08/19/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
GA
06/07/1995 - 04/14/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
07/30/1990 - 03/28/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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