Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Matthew Satovsky is a financial advisor with over 29 years of experience in the financial services industry. Jonathan is currently registered with Satovsky Asset Management LLC. Jonathan has held previous positions with USF SECURITIES, L.P., AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY. Jonathan holds licenses for Series 7, Series 63, Series 65, Series 99TO and SIE exams and has been awarded the designations of Certified Financial Planner and Chartered Financial Consultant. Jonathan provides financial planning, portfolio management for individuals and businesses, consulting services, selection of other advisors and pension consulting 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.
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.
Consulting services
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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NY
08/24/2021 - Present
Satovsky Asset Management LLC (NEW YORK NY)
NY
07/17/2007 - 03/24/2009
USF SECURITIES, L.P. (NEW YORK NY)
NY
02/01/1994 - 07/18/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
02/01/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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