Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ehrlich is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Smithtown, NY. Jonathan has a Series 63, Series 7, and SIE license and has previously worked at Ameriprise Financial Services, Inc., Tower Square Securities, Inc., Morgan Stanley & Co., Incorporated, The Jeffrey Matthews Financial Group, L.L.C., and A. G. Edwards & Sons, Inc. Jonathan's experience includes providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions. He has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
09/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Smithtown NY)
NY
11/22/2010 - 09/26/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
03/08/2005 - 11/30/2010
TOWER SQUARE SECURITIES, INC. (JERICHO NY)
NY
01/02/2004 - 03/11/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
06/03/2003 - 10/29/2003
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)
MO
07/11/2002 - 03/28/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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