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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 Kaynes is a financial advisor with Morgan Stanley and has been in the industry since 2001. Jonathan has a broad range of experience, having worked at several firms prior to joining Morgan Stanley. Jonathan is registered to provide investment advice and services in numerous states, holding various securities licenses including Series 7, Series 63, Series 66, and Series 55. Jonathan specializes in a wide variety of investment services, including asset allocation, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NY
03/11/2020 - Present
Morgan Stanley (Jericho NY)
NY
06/08/2011 - 09/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
10/13/2010 - 05/18/2011
RHINO TRADING PARTNERS, LLC (NEW YORK NY)
NY
03/09/2010 - 10/11/2010
BTIG, LLC (NEW YORK NY)
NY
01/12/2007 - 01/04/2010
WJB CAPITAL GROUP, INC. (NEW YORK NY)
IL
09/29/2006 - 01/16/2007
ELECTRONIC BROKERAGE SYSTEMS, LLC (CHICAGO IL)
NY
04/27/2005 - 09/29/2006
NANDRA GROUP, INC. (NEW YORK NY)
NY
10/24/2003 - 05/04/2005
JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)
MA
02/19/2003 - 10/09/2003
MOORS & CABOT, INC. (BOSTON MA)
NY
05/03/2001 - 02/12/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
BOTH
Issued 06/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 25 - NYSE Trading Assistant Examination
BC
Issued 07/20/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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