Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wolter is an investment professional with experience in the financial services industry. Jonathan has a strong track record of success in providing clients with a wide range of financial products and services. Jonathan is currently registered as a financial advisor with J.P. Morgan Securities LLC, a leading financial services firm. Jonathan is also a Series 24 General Securities Principal and holds the Series 7, Series 63, and SIE licenses. Previously, Jonathan was employed by State Street Global Markets, LLC. Jonathan has a strong understanding of the financial markets and is committed to providing clients with personalized advice and service.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2023 - Present
J.p. Morgan Securities LLC (New York NY)
MA
08/22/2011 - 05/08/2012
STATE STREET GLOBAL MARKETS, LLC (QUINCY MA)
BC
Issued 10/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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