Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adams is a financial professional with over 12 years of experience in the industry. Jonathan is currently registered with Capstone Partners and holds the Series 7, 79, 79TO, and SIE licenses. Jonathan has previously held positions with Deloitte Corporate Finance LLC, Sterne, Agee & Leach, Inc., Houlihan Lokey Howard & Zukin Capital, Inc., and Downer & Company, LLC. Jonathan has a strong background in investment banking and securities.
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.
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2
FL
06/01/2023 - Present
Capstone Partners (Tampa FL)
IL
09/27/2017 - 06/22/2020
DELOITTE CORPORATE FINANCE LLC (CHICAGO IL)
NY
08/18/2011 - 06/18/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
06/01/2004 - 04/23/2009
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (NEW YORK NY)
MA
11/06/2003 - 04/20/2004
DOWNER & COMPANY, LLC (BOSTON MA)
BC
Issued 10/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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