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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jay Hochberg is an investment advisor representative at Corient. Jonathan is a registered investment advisor in New York and Texas. Jonathan has been in the industry since 1998. Jonathan has been with Corient since December 2022. Prior to joining Corient, Jonathan was an advisor at RegentAtlantic. Jonathan has also worked at Hillview Capital Advisors, LLC, CIBC World Markets Corp., CIPW Service Company, LLC, and Corient Services LLC. Jonathan specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jonathan has a Series 7, 63, and 65.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
12/06/2022 - Present
Corient (New York NY)
NY
12/02/1998 - 03/15/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 09/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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