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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marc Ostrow is a financial advisor with over 20 years of experience in the industry. Currently registered with Morgan Stanley, Jonathan has previously worked with RBC Capital Markets, LLC, Needham & Company, LLC, and Bear, Stearns & Co. Inc.. Jonathan holds a Series 7, Series 3, Series 55, Series 63, and Series 65 licenses. He specializes in portfolio management for individuals, businesses, and investment companies. Jonathan provides financial planning, asset allocation advice, educational seminars and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/20/2021 - Present
Morgan Stanley (Jericho NY)
NY
07/12/2011 - 04/20/2021
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
03/22/2005 - 07/13/2011
NEEDHAM & COMPANY, LLC (NEW YORK NY)
NY
12/10/2001 - 03/31/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 04/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 3 - National Commodity Futures Examination
BC
Issued 03/22/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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