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 Sherman is a financial advisor registered with J.p. Morgan Institutional Investments Inc. Jonathan has been in the industry for over 23 years and is registered in 24 states. Jonathan holds Series 3, 7, 24, and 63 licenses. Jonathan has previously worked at UBS Global Asset Management (US) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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2
NY
04/20/2005 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
04/09/2003 - 08/11/2004
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NY
12/07/1998 - 02/20/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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