Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Patrick Jones is a registered representative with BCI Securities, Inc. and has been in the securities industry since September 5, 2005. Jonathan has previously worked for several firms including Intercam Securities, Inc., Variant Trading Institutional Group, Inc., Ocean Financial Services, LLC, and Wall Street Money Center Corp. Jonathan is a licensed principal and has passed the Series 27, SIE, and Series 99TO exams. Jonathan specializes in portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
05/16/2014 - Present
BCI Securities, Inc. (MIAMI FL)
FL
02/21/2018 - 10/21/2019
VARIANT TRADING INSTITUTIONAL GROUP, INC. (BOCA RATON FL)
FL
12/05/2012 - 10/19/2018
OCEAN FINANCIAL SERVICES, LLC (MIAMI FL)
FL
06/11/2009 - 07/19/2013
WALL STREET MONEY CENTER CORP. (BOCA RATON FL)
FL
04/16/2008 - 07/03/2013
PROGRESS INVESTMENTS LLC (MIAMI FL)
FL
01/18/2008 - 02/25/2008
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
FL
03/15/2007 - 01/24/2008
PROGRESS INVESTMENTS LLC (MIAMI FL)
VA
09/12/2007 - 01/15/2008
BELMONT PARTNERS SECURITIES INC. (WASHINGTON VA)
ME
07/18/2005 - 03/19/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
BC
Issued 07/08/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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