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Jonathan Michael Breese

Keybanc Capital Markets Inc.

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About Jonathan Michael Breese

Jonathan Michael Breese is a financial professional with over 15 years of experience in the securities industry. Jonathan Breese is currently registered with Keybanc Capital Markets Inc. and holds Series 7, Series 63, Series 79TO, and SIE licenses. Jonathan Breese began his career at KEYBANC CAPITAL MARKETS INC. in Cleveland, Ohio in 2007. Jonathan Breese is currently located in Atlanta, Georgia.

Firm Information

Jonathan Breese is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Breese’s Registration & Firm History

GA

04/19/2011 - Present

Keybanc Capital Markets Inc. (ATLANTA GA)

OH

08/09/2007 - 08/23/2010

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 12/11/2007

Series 63 - Uniform Securities Agent State Law 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 08/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Michael Breese.
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