Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Epstein is an investment professional with over 25 years of experience in the financial services industry. Currently, Jonathan is a Registered Representative of Bentallgreenoak Real Estate US LLC. Prior to joining Bentallgreenoak Real Estate, Jonathan was employed by Lehman Brothers Inc. Jonathan is a Series 7, Series 79, and Series 63 licensed professional.
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.
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.
1
2
NY
02/09/2012 - Present
Bentallgreenoak Real Estate US LLC (NEW YORK NY)
NY
11/11/1992 - 05/10/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/11/1992 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
11/11/1992 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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