Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan H. Feldman is a financial advisor with J.p. Morgan Securities LLC. Jonathan has been in the financial services industry since 2002. Jonathan holds Series 7, 86, 87, and 63 licenses and the SIE exam. Before joining J.p. Morgan Securities LLC, Jonathan worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., JPMORGAN DISTRIBUTION SERVICES, INC., ALLIANCEBERNSTEIN INVESTMENTS, INC., and SANFORD C. BERNSTEIN & CO., LLC. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jonathan serves clients including high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions.
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
01/31/2022 - Present
J.p. Morgan Securities LLC (New York NY)
NY
02/24/2017 - 10/30/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
06/17/2013 - 02/27/2017
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
11/20/2006 - 02/28/2012
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
08/05/2003 - 12/31/2006
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/05/2002 - 07/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/07/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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