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 Susser is a registered representative with Janney Montgomery Scott LLC in Philadelphia, PA. Jonathan has been in the industry since January 2023 and is currently registered as a Registered Representative in Pennsylvania. Jonathan holds Series 7TO, Series 52TO, and SIE licenses. Jonathan has previously been employed with Valley National Investments, Inc. in Bethlehem, PA. Prior to entering the financial services industry, Jonathan has held positions with Glenmede Investment Management LP, Blackrock Inc., Credit Agricole Corporate and Investment Bank, Credit Agricole Securities (USA) Inc., University of Virginia, Drexel University, and Pocono Mountain West High School.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/03/2024 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
01/06/2023 - 12/21/2023
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
BOTH
Issued 03/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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