Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lejuez is a financial professional with over eight years of experience in the industry. Jonathan is currently registered with D.a. Davidson & Co. in New York and Austin. Prior to joining D.a. Davidson & Co., Jonathan was a Registered Representative at KeyBanc Capital Markets Inc. and Mooreland Partners LLC, both located in New York. Jonathan holds a Series 63, Series 24, SIE, and Series 79 license. Jonathan is dedicated to providing comprehensive financial advice to individuals, businesses, and institutions. Jonathan specializes in a variety of financial services, including financial planning, investment management, and wealth management. Jonathan is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
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2
NY
05/16/2022 - Present
D.a. Davidson & Co. (NEW YORK NY)
NY
03/20/2018 - 03/22/2022
KEYBANC CAPITAL MARKETS INC. (New York NY)
NY
12/11/2014 - 02/28/2018
MOORELAND PARTNERS LLC (New York NY)
BC
Issued 09/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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