Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Morris Fox is a financial advisor with Pinnacle Investments, LLC. Jonathan has been in the financial services industry since 2000. Jonathan has a variety of licenses and registrations, including Series 7, 24, 31, 52, 53, 66, and SIE. Jonathan specializes in financial planning, portfolio management for individuals, and educational seminars. Jonathan is also registered with the state of New York. Jonathan's prior experience includes work with Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., HSBC Securities (USA) Inc., and Morgan Stanley DW 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
09/26/2022 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
TX
05/25/2019 - 09/27/2022
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
04/15/2008 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (ROCHESTER NY)
NY
09/21/2005 - 12/19/2007
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
08/17/1999 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2023
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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