Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Herzog is a financial advisor with City National Rochdale, a firm with over $50 billion in assets under management. Jonathan is a chartered financial analyst and has been in the industry since 2014. Jonathan specializes in portfolio management for individuals, investment companies, pooled investment vehicles and businesses. He is registered with the securities regulators of California, New York, North Carolina and Pennsylvania.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/21/2023 - Present
City National Rochdale (NEW YORK NY)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathan Herzog is the right advisor for you? Invested Better is here to help.
