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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 Kirk Jay is a financial advisor with Wells Fargo Clearing Services, LLC, where he has been working since November 2016. Jonathan has been in the financial services industry since March 1997. Jonathan Kirk Jay has a wide range of experience and licenses allowing him to work with a diverse clientele. His experience includes financial planning and portfolio management for individuals, businesses, and institutional clients. Jonathan also provides investment consulting services. Jonathan Kirk Jay is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Investment consulting services to institutional clients
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.
1
2
MD
03/19/2009 - Present
Wells Fargo Clearing Services, LLC (ANNAPOLIS MD)
MD
02/21/2006 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
MD
03/04/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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