Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Michael Walters

PJT Partners LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Michael Walters

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.

Firm Information

Jonathan Walters is currently registered with PJT Partners LP. PJT Partners LP is an Other Types of Legal Formation that was formed in 2014 and is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Walters’s Registration & Firm History

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)

Not sure if Jonathan Michael Walters is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Michael Walters.
Not sure if Jonathan Michael Walters is right for you?