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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Moore Sharaf is a financial advisor with Wells Fargo Clearing Services, LLC, based in Doylestown, PA. Jonathan has been in the financial industry since 1993, specializing in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Jonathan holds Series 7, Series 63, and Series 65 licenses, and is registered with the state of Pennsylvania as an Investment Advisor Representative. Jonathan is also registered in the state of Texas as an Investment Advisor Representative. Prior to joining Wells Fargo Clearing Services, LLC, Jonathan worked for First Union Capital Markets Corp. and Josephthal Lyon & Ross 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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
01/19/2011 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
NC
11/01/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
09/27/1994 - 11/09/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
11/17/1993 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
IA
Issued 03/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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