Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan J. Gilbert is a financial professional with over 17 years of experience in the financial services industry. Jonathan is currently registered with Citigroup Global Markets Inc. in New York, NY. Previously, he worked with J.P. MORGAN SECURITIES LLC in Houston, TX, and other firms in Chicago, IL and Houston, TX. Jonathan has a diverse background with experience in various aspects of the financial services industry. He is a Series 6, 7, and SIE licensed representative, and his specializations include Securities, Mutual Funds, Variable Annuities, Investment Advisory Services, and Retirement Planning.
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/27/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
TX
10/01/2008 - 11/10/2017
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
11/28/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
07/06/2005 - 10/18/2007
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
01/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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