Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Leach is an active advisor with over 15 years of experience in the financial services industry. He currently works for Citigroup Global Markets Inc., a firm with more than $50 billion in assets under management. Jonathan has held previous roles at CITI PRIVATE ADVISORY, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jonathan has a strong track record of providing investment advice and portfolio management services to both individual and institutional clients. Jonathan's expertise includes a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Jonathan is committed to providing his clients with personalized financial advice and helping them achieve their investment 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.
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.
Asset allocation advice
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
NA
10/13/2015 - Present
Citigroup Global Markets Inc. (London )
NY
03/28/2017 - 12/10/2020
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
03/13/2001 - 12/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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