Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adolph is a financial professional with over 5 years of experience in the industry. Jonathan is currently registered with Neuberger Berman BD LLC and has held previous roles at Lakeview Capital Management. Jonathan is registered as a broker-dealer in 34 states and as an investment adviser representative in 2 states, including Illinois and New York. Jonathan has passed the Series 31, Series 7, and SIE exams. Jonathan works with individuals, and other investment advisers.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
IL
04/12/2021 - Present
Neuberger Berman BD LLC (CHICAGO IL)
BC
Issued 08/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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