linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Kent Jefferies

Jonestrading

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Kent Jefferies

Jonathan Jefferies is a financial professional with over 15 years of experience in the industry. Jonathan currently works for Jonestrading and is registered with the Financial Industry Regulatory Authority (FINRA). Jonathan has a wide range of experience in the financial services industry, including positions with Wells Fargo Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Nomura Securities International, Inc., FBR Capital Markets & Co., and Valmark Securities, Inc. Jonathan holds Series 7, Series 55, Series 57TO, and Series 63 licenses.

Firm Information

Jonathan Jefferies is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Jefferies’s Registration & Firm History

FL

10/26/2020 - Present

Jonestrading (MIAMI BEACH FL)

NY

09/19/2016 - 09/01/2020

WELLS FARGO SECURITIES, LLC (New York NY)

NY

10/08/2012 - 09/15/2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

NY

08/23/2010 - 10/05/2012

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

VA

07/10/2007 - 08/06/2010

FBR CAPITAL MARKETS & CO. (ARLINGTON VA)

VA

03/19/2007 - 06/08/2007

VALMARK SECURITIES, INC. (MCLEAN VA)

Not sure if Jonathan Kent Jefferies is right for you?

Licenses & Designations

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2012

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Kent Jefferies.
Not sure if Jonathan Kent Jefferies is right for you?