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 Schlenger is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jonathan has been in the securities industry since December 29, 2003. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 63 and 66 licenses. Jonathan has a strong track record of success in providing financial planning and investment management services to individuals and businesses. Jonathan is committed to helping clients achieve their financial goals through a personalized approach. In addition to his work at Wells Fargo Clearing Services, LLC, Jonathan also co-owns a business, 40 Baldwin LLC, and is a coach for Beachbody.com.
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
NJ
10/09/2019 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
09/10/2013 - 07/28/2014
PNC INVESTMENTS (CHESTER NJ)
NJ
06/20/2006 - 08/21/2013
WELLS FARGO ADVISORS, LLC (HILLSBOROUGH NJ)
MA
10/20/2004 - 10/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/20/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/27/2001 - 04/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
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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