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Jonathan Harari

SUN Life Institutional Distributors (u.s.) LLC

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About Jonathan Harari

Jonathan Harari is a financial advisor with SUN Life Institutional Distributors (u.s.) LLC. Jonathan has been working in the financial industry since November 30, 2011. He is a Series 66, Series 24, Series 3, Series 7, and SIE licensed advisor and is registered in 52 states. Previously, Jonathan was with PIMCO Investments LLC and Blackstone Advisory Partners L.P..

Firm Information

Jonathan Harari is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

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 Harari’s Registration & Firm History

NY

03/03/2023 - Present

SUN Life Institutional Distributors (u.s.) LLC (New York NY)

NY

03/02/2018 - 02/16/2023

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

04/04/2017 - 01/23/2018

BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)

NY

09/22/2011 - 03/16/2017

PIMCO INVESTMENTS LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/07/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2011

Series 3 - National Commodity Futures Examination

BC

Issued 09/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Harari.
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