Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Don Mark is a Registered Investment Advisor with Pinnacle Associates, Ltd. Jonathan has been in the industry since 1992 and has held previous positions at Seligman Advisors, Inc., Matrix Capital Group, Inc., Smith New Court, Inc., and J.P. Morgan Securities Inc. Jonathan has passed both the Series 7 and Series 63 exams. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, pooled investment vehicles, and charitable organizations. Jonathan also holds the Series 65 exam, qualifying Jonathan to provide investment advisory services in Connecticut and New York.
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.
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.
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2
CT
09/04/2021 - Present
Pinnacle Associates, Ltd. (Westport CT)
MA
01/24/2000 - 09/21/2000
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
10/30/1996 - 04/13/1999
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NY
01/31/1994 - 03/17/1995
SMITH NEW COURT, INC. (NEW YORK NY)
NY
09/23/1992 - 02/14/1994
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/22/1992 - 08/17/1992
SMITH NEW COURT, INC. (NEW YORK NY)
IA
Issued 03/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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