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 Jenson is a financial advisor with RBC Capital Markets, LLC. Jonathan has been in the financial services industry since June 15, 2018. Jonathan is registered in the state of New York. Jonathan holds the following securities licenses: Series 7, Series 63, Series 66, Series 79, Series 86, Series 87, and SIE.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NY
03/03/2022 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
06/02/2016 - 06/18/2018
IMPERIAL CAPITAL, LLC (NEW YORK NY)
NY
07/17/2012 - 03/17/2014
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 02/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/22/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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