Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Greeley Davis is a financial advisor with Piper Sandler & Co. based in Boston, Massachusetts. Jonathan has been in the industry since 1998 and has experience with firms like Weeden & Co. L.P., Citigroup Global Markets Inc., Morgan Stanley DW Inc., CIBC World Markets, and Bear, Stearns & Co. Inc. Jonathan is a Series 7, 55, 57TO, and 63 licensed advisor. Jonathan specializes in portfolio management for businesses and analytical reports/public finance consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/02/2019 - Present
Piper Sandler & Co. (Boston MA)
MA
12/02/2008 - 08/02/2019
WEEDEN & CO.L.P. (BOSTON MA)
NY
06/18/2004 - 12/12/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/22/1999 - 06/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/09/1998 - 07/16/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
04/09/1998 - 11/30/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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