Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Partridge Wade is a registered representative with Wells Fargo Clearing Services, LLC, based in NEW YORK, NY. Jonathan has been in the financial services industry since 1987, and has experience with First Albany Corporation and Fahnestock & Co., Inc.. Jonathan specializes in providing investment advisory services to both individual and institutional clients. Jonathan has passed several industry exams, including the Series 7, 63, 65, 66, 8, 9, 10, and SIE exams. Jonathan is currently registered with the state of New York as an Investment Advisor Representative.
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
NY
11/22/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
05/31/1988 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
04/13/1988 - 06/14/1988
FAHNESTOCK & CO., INC.
NA
02/26/1987 - 04/13/1988
FAHNESTOCK INTERNATIONAL INC.
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
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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