Unclaimed
Jonathan Michael Walters is a financial advisor at PJT Partners LP. He is registered with the state of New York and holds the Series 7, Series 63, Series 79, and SIE licenses. He has been in the industry since December 15, 2011. Prior to joining PJT Partners LP, Jonathan worked at Blackstone Advisory Partners L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Barclays Capital Inc.
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.
1
2
NY
08/28/2015 - Present
PJT Partners LP (NEW YORK NY)
NY
08/19/2014 - 10/01/2015
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
NY
12/17/2007 - 06/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/05/2006 - 12/19/2007
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 10/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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