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Jonathan David Siegel

Loomis Sayles Distributors, LP

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About Jonathan David Siegel

Jonathan David Siegel is a registered broker with over 30 years of experience in the financial services industry. Jonathan Siegel is currently employed by Loomis Sayles Distributors, LP. Jonathan Siegel has been registered with Loomis Sayles Distributors, LP since 2004. Jonathan Siegel holds Series 3, 7, 63 and 65 licenses. Jonathan Siegel has held previous registrations with AMVESCAP SERVICES, INC., INVESCO DISTRIBUTORS, INC., PNC BROKERAGE CORP, COVATO/LIPSITZ, INC., and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Jonathan Siegel is registered to sell securities in 52 states and Puerto Rico.

Firm Information

Jonathan Siegel is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

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 Siegel’s Registration & Firm History

MA

09/02/2004 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

GA

01/01/1999 - 04/23/2004

AMVESCAP SERVICES, INC. (ATLANTA GA)

TX

05/19/1996 - 01/01/1999

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

PA

06/23/1994 - 05/24/1995

PNC BROKERAGE CORP (PITTSBURGH PA)

PA

12/07/1990 - 06/14/1994

COVATO/LIPSITZ, INC. (PITTSBURGH PA)

NA

09/18/1986 - 01/02/1989

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

IA

Issued 11/14/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 3 - National Commodity Futures Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Siegel.
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