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 Earnst is a financial advisor with Cadaret, Grant & CO., Inc. based in Hackensack, NJ. Jonathan has over 20 years of experience in the financial services industry. Jonathan is registered with FINRA and holds the Series 6, Series 26 and Series 63 licenses. Jonathan specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Jonathan is committed to providing clients with the best possible financial advice and services.
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.
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.
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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NJ
05/16/2014 - Present
Cadaret, Grant & CO., Inc. (HACKENSACK NJ)
NY
03/31/2000 - 05/05/2014
PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)
NY
04/02/1998 - 09/04/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/02/1998 - 09/04/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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