Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ilya Borukhov is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, NY. Jonathan has been in the industry since June 8, 2016. He is registered with the Financial Industry Regulatory Authority (FINRA) and has been approved to operate in Connecticut, New York and Texas. Jonathan has passed the Series 6, 7, 63, and 65 examinations. Previously, Jonathan was registered with J.P. MORGAN SECURITIES LLC in Flushing, NY. Jonathan has experience in various financial services, including investment advisory, banking, and optical. Jonathan is currently registered as an investment advisor representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
11/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/02/2016 - 06/29/2017
J.P. MORGAN SECURITIES LLC (FLUSHING NY)
IA
Issued 10/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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