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 Simon is a financial advisor at Citigroup Global Markets Inc., with over 10 years of experience in the financial industry. Jonathan has a broad range of experience working in various financial institutions such as J.P. MORGAN SECURITIES LLC, BARCLAYS CAPITAL INC., and T3 TRADING GROUP, LLC. Jonathan is a licensed Series 3, 4, 7, 55, 57TO, and 63, and SIE holder. Jonathan is also registered in all 50 states and the District of Columbia as a broker-dealer. Jonathan is a dedicated and experienced financial advisor who is committed to helping clients reach their financial goals.
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.
Asset allocation advice
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.
1
2
NY
09/24/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/06/2017 - 09/21/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/14/2012 - 06/05/2017
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/11/2011 - 04/25/2011
T3 TRADING GROUP, LLC (NEW YORK NY)
BC
Issued 12/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 3 - National Commodity Futures Examination
BC
Issued 01/09/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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