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Jonathan Flynn

Foreside Fund Services, LLC

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About Jonathan Flynn

Jonathan Flynn is a registered representative with Foreside Fund Services, LLC. Jonathan has been in the financial services industry since 2001. Jonathan is a licensed Series 63, 65, and 7 representative. Jonathan has previously worked for DWS Distributors, Inc., FEF Distributors, LLC, Lord Abbett Distributor LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc.

Firm Information

Jonathan Flynn is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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 Flynn’s Registration & Firm History

NY

06/27/2022 - Present

Foreside Fund Services, LLC (New York NY)

NY

02/12/2018 - 01/06/2022

DWS DISTRIBUTORS, INC. (NEW YORK NY)

NY

01/07/2013 - 12/12/2017

FEF DISTRIBUTORS, LLC (NEW YORK NY)

NJ

04/04/2003 - 12/21/2012

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

12/20/2001 - 03/18/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/29/2001 - 11/27/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Flynn. Review regulatory record here.
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