Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Walker has been in the financial services industry for over 25 years. Jonathan is currently registered with Edward Jones and holds licenses in New York and Texas. Previous to joining Edward Jones, Jonathan was with Rencap Securities Inc., Citigroup Global Markets Inc., Cantor Fitzgerald & Co., and Credit Suisse First Boston LLC. Jonathan is also the founder and owner of IGMC Management, LLC, a New York-based investment vehicle. Jonathan's expertise lies in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
NY
10/11/2019 - Present
Edward Jones (New York NY)
NY
06/03/2013 - 09/10/2015
RENCAP SECURITIES, INC. (NEW YORK NY)
NY
05/25/2010 - 06/07/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/17/2004 - 12/18/2009
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
01/03/1995 - 04/09/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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