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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 Jenkins is a financial advisor with over 7 years of experience in the financial services industry. Jonathan Jenkins has a broad range of experience, working with clients at both Janney Montgomery Scott LLC and Oppenheimer & Co. Inc. Jonathan Jenkins is also a Chartered Financial Analyst, which means that they have met the rigorous education, experience, and ethics requirements set by the CFA Institute. Jonathan Jenkins is registered to provide investment advice in New York and Pennsylvania.
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.
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.
1
2
NY
07/26/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
PA
01/01/2020 - 03/25/2022
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 02/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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