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Jonathan Emil Katz

International Assets Advisory, LLC

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About Jonathan Emil Katz

Jonathan Emil Katz is a registered representative with International Assets Advisory, LLC, located in Orlando, Florida. Jonathan has been in the financial services industry since 2008. Prior to joining International Assets Advisory, LLC, Jonathan was employed by Delta Securities Company LLC and GCA Savvian Advisors, LLC. Jonathan is a Series 7 and Series 63 licensed representative, Jonathan specializes in portfolio management for businesses, pooled investment vehicles, and the selection of other advisors.

Firm Information

Jonathan Katz is currently registered with International Assets Advisory, LLC. International Assets Advisory, LLC is a Limited Liability Company formed in 2001. The firm offers investment advisory services, including selection of other advisors, portfolio management for businesses, and portfolio management for pooled investment vehicles. The firm is registered with the SEC and is also registered in all 50 states and the District of Columbia.
International Assets Advisory, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Katz’s Registration & Firm History

FL

02/01/2019 - Present

International Assets Advisory, LLC (ORLANDO FL)

FL

03/20/2017 - 12/31/2018

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

FL

07/10/2012 - 01/30/2017

DELTA SECURITIES COMPANY LLC (ORLANDO FL)

NY

04/29/2010 - 04/27/2012

GCA SAVVIAN ADVISORS, LLC (NEW YORK NY)

NY

10/03/2000 - 09/24/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

12/12/1996 - 11/13/1997

SPEAR, LEEDS & KELLOGG (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Emil Katz. Review regulatory record here.
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