Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Dorsheimer is a financial advisor with over 20 years of experience in the financial services industry. Jonathan currently works at William Blair. Previously, Jonathan worked at CANACCORD GENUITY LLC, M&A SECURITIES GROUP, INC., and JANNEY MONTGOMERY SCOTT LLC. Jonathan provides portfolio management, financial planning, and selection of other advisors services to individuals, businesses, and pooled investment vehicles. Jonathan specializes in equity research services. Jonathan holds the Series 63, Series 7, Series 86, Series 87, and SIE licenses. Jonathan is registered in Massachusetts and Illinois.
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.
Equity research services
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
MA
08/10/2022 - Present
William Blair (BOSTON MA)
MA
05/22/2018 - 08/30/2022
CANACCORD GENUITY LLC (BOSTON MA)
MO
01/10/2018 - 05/03/2018
M&A SECURITIES GROUP, INC. (KANSAS CITY MO)
MA
03/14/2002 - 09/27/2016
CANACCORD GENUITY INC. (BOSTON MA)
PA
01/14/2005 - 02/15/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/14/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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