Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lee is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with Imperial Capital, LLC in Los Angeles, California and holds Series 7, 63, 79, and SIE licenses. Jonathan has previously worked at ZATARA CAPITAL SECURITIES L.P., William Blair, and Jefferies & Company, Inc.
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.
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.
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2
CA
06/08/2021 - Present
Imperial Capital, LLC (LOS ANGELES CA)
CA
10/15/2020 - 06/04/2021
ZATARA CAPITAL SECURITIES L.P. (Los Angeles CA)
CA
08/10/2016 - 05/28/2019
WILLIAM BLAIR (LOS ANGELES CA)
CA
02/23/2011 - 08/09/2016
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
CA
08/01/2005 - 12/15/2008
JEFFERIES & COMPANY, INC. (LOS ANGELES CA)
BC
Issued 06/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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