Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Isler is a financial advisor with over 29 years of experience in the industry. Jonathan has a Series 7, Series 63 and Series 65 licenses and holds active registrations in 28 states for both broker-dealer and investment advisor activities. Jonathan is affiliated with Stifel, Nicolaus & Company, Inc. and is based in Garden City, New York. Prior to joining Stifel, Jonathan worked for RYAN BECK & CO. in Hewlett, New York. Jonathan's experience includes working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment clubs, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Jonathan specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Jonathan's services include providing educational seminars to clients. Jonathan has been recognized by his peers for his dedication to his clients and his commitment to providing them with the highest level of service. Jonathan is a valuable resource for individuals and families seeking financial guidance.
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.
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
06/22/2018 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (HEWLETT NY)
NY
01/14/1997 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
07/12/1996 - 01/23/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
12/10/1993 - 07/17/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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