Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mathew York is a financial advisor with over 20 years of experience in the industry. Jonathan has been registered with U.S. Bancorp Investments, Inc. since 2008, and has held previous roles with J.P. Morgan Securities Inc., Banc One Capital Markets, Inc., Key Capital Markets, Inc., and NatCity Investments, Inc. Jonathan specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Jonathan is also a registered representative with FINRA and holds the Series 7, Series 24, Series 63, and Series 79TO licenses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
07/15/2008 - Present
U.s. Bancorp Investments, Inc. (CHICAGO IL)
NY
07/01/2004 - 08/07/2006
J.P. MORGAN SECURITIES INC. (ROCHESTER NY)
IL
05/20/2004 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
OH
11/08/1996 - 09/25/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
OH
04/30/1996 - 10/29/1996
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 05/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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