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Jonathan David Zucker

Intrepid Investment Bankers LLC

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About Jonathan David Zucker

Jonathan Zucker is a financial professional with over 15 years of experience in the industry. Jonathan holds a Series 7, Series 24, Series 55, Series 57TO, and Series 79 license and is a registered representative of Intrepid Investment Bankers LLC. Jonathan has previously held positions at Brooks, Houghton Securities, Inc., Growth Capital Services, Inc., FBR Capital Markets & Co., and Credit Suisse First Boston LLC.

Firm Information

Jonathan Zucker is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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 Zucker’s Registration & Firm History

CA

05/23/2014 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

CT

04/01/2014 - 05/06/2014

BROOKS, HOUGHTON SECURITIES, INC. (STAMFORD CT)

CT

02/07/2013 - 03/04/2014

BROOKS, HOUGHTON SECURITIES, INC. (STAMFORD CT)

DE

10/05/2012 - 01/31/2013

GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)

NY

03/02/2010 - 11/04/2010

FBR CAPITAL MARKETS & CO. (NEW YORK NY)

NY

10/21/1998 - 07/18/2003

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/04/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2014

Series 24 - General 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 12/11/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/08/2010

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/01/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/19/1998

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Zucker.
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