Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rochlin has been in the financial services industry since August 2006. Jonathan is currently registered with Wells Fargo Advisors Financial Network, LLC and is located in Chatham, NJ. Prior to joining Wells Fargo Advisors, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan holds several licenses including Series 7, Series 10, Series 9, and Series 66. Jonathan offers financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
10/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
08/22/2006 - 07/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)
BOTH
Issued 10/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
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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