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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan H. Young is a financial advisor who has been in the industry since 1989. Jonathan has worked for several firms over the years, including UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., PaineWebber Incorporated and J.C. Bradford & Co.. Jonathan is currently registered with Morgan Stanley, and is also registered as a Registered Investment Advisor in Texas. Jonathan has a broad range of experience in the financial services industry, and has passed a number of professional exams including the Series 3, 31, 63 and 65 exams, as well as the SIE and Series 7 exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
07/22/2016 - Present
Morgan Stanley (Columbus OH)
OH
11/21/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
OH
08/14/2000 - 12/02/2008
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
NY
07/09/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
06/13/1995 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/21/1989 - 06/20/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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