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 Worley is a financial advisor with City National Securities, Inc. based in Los Angeles, CA. Jonathan has been in the financial services industry since 1989. Jonathan has experience in various aspects of the financial industry and has worked for multiple firms throughout his career. Jonathan is a registered representative with FINRA and is licensed in multiple states.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
08/06/2010 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
04/23/2007 - 03/31/2010
E.J. DE LA ROSA & CO., INC. (LOS ANGELES CA)
CA
09/12/2006 - 04/10/2007
STERNE, AGEE & LEACH, INC. (LOS ANGELES CA)
CA
03/17/2003 - 08/30/2006
HOEFER & ARNETT, INCORPORATED (LOS ANGELES CA)
NY
12/10/2001 - 09/03/2002
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
CA
08/28/2001 - 11/27/2001
FIXED INCOME SECURITIES, INC. (SAN DIEGO CA)
CA
06/17/1998 - 03/22/2001
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
01/01/1998 - 06/03/1998
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
IL
10/28/1997 - 12/15/1997
AISCO TRADING, INC. (EAST PEORIA IL)
OK
08/21/1997 - 12/09/1997
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
CA
05/28/1996 - 03/14/1997
SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)
CA
10/15/1990 - 05/06/1996
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
CA
04/19/1989 - 05/16/1990
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
NA
02/24/1989 - 03/10/1989
ALLISON, ROSENBLUM & HANNAHS, INC.
NA
01/06/1988 - 03/08/1989
FIRST STATE INVESTMENTS, INC.
NA
06/26/1987 - 01/15/1988
FIRST INVESTMENT SECURITIES, INC.
BC
Issued 07/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 05/28/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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