Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Eric Schaeffer is a financial advisor who has been in the industry since September 25, 2004. Jonathan is currently registered with The Leaders Group, Inc. in California, Florida, Hawaii, Montana, Nevada, New Jersey, Oregon and Tennessee. Prior to joining The Leaders Group, Inc., Jonathan was employed by M HOLDINGS SECURITIES, INC., OGILVIE SECURITY ADVISORS CORPORATION, WAVELAND CAPITAL PARTNERS LLC and GOLDMAN, SACHS & CO.. Jonathan holds Series 63, SIE, Series 7 and Series 62 licenses.
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.
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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2
CA
05/05/2021 - Present
THE Leaders Group, Inc. (Los Angeles CA)
CA
09/15/2011 - 05/06/2021
M HOLDINGS SECURITIES, INC. (CULVER CITY CA)
CA
10/01/2008 - 05/31/2011
OGILVIE SECURITY ADVISORS CORPORATION (BEVERLY HILLS CA)
CA
11/03/2005 - 07/11/2008
WAVELAND CAPITAL PARTNERS LLC (IRVINE CA)
NY
11/28/2001 - 07/11/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2001
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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