Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kobets is a financial professional with over 10 years of experience in the industry. Jonathan currently works with Chevy Chase Trust Co. located in Bethesda, MD. Previously Jonathan was employed at UBS Financial Services Inc. and AllianceBernstein Investments, Inc. Jonathan holds the Series 6, 7, 63, and 65 licenses.
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.
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.
Trustee and investment manager for collective funds
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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MD
08/15/2023 - Present
Chevy Chase Trust Co. (BETHESDA MD)
DC
06/06/2022 - 05/30/2023
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
TN
05/04/2020 - 06/13/2022
ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)
NY
02/21/2012 - 10/16/2018
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
08/26/2010 - 02/21/2012
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
NY
01/07/2009 - 08/10/2010
MBSC SECURITIES CORPORATION (UNIONDALE NY)
IA
Issued 05/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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