Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Fersht is an investment advisor representative with Kelsey Financial, LLC. Jonathan has been in the industry since 2010 and has held previous positions with Western International Securities, Inc., Isaak Bond Investments, Inc., and Ladenburg Thalmann & Co. Inc. Jonathan is registered with the state of California and Nevada.
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.
Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage
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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2
CA
03/30/2023 - Present
Kelsey Financial, LLC (Westlake Village CA)
CA
02/07/2018 - 12/12/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Pasadena CA)
CA
08/12/2015 - 02/07/2018
ISAAK BOND INVESTMENTS, INC. (MANHATTAN BEACH CA)
CA
10/26/2012 - 08/07/2015
LADENBURG THALMANN & CO. INC. (CALABASAS CA)
CA
06/25/2010 - 11/14/2012
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
IA
Issued 12/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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