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Jonathan Paul Bushnell

Carl Marks Securities LLC

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About Jonathan Paul Bushnell

Jonathan Bushnell is a financial professional with over 10 years of experience in the securities industry. Jonathan is registered with Carl Marks Securities LLC and holds the Series 7, Series 63, Series 79 and SIE licenses. Jonathan has a strong track record of success in providing investment advice and financial planning services to individual and institutional clients. Jonathan is committed to providing clients with personalized, high-quality service and helping them achieve their financial goals.

Firm Information

Jonathan Bushnell is currently registered with Carl Marks Securities LLC. Carl Marks Securities LLC is a Limited Liability Company formed in May 2006. The firm is registered with the SEC and in 46 states.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Bushnell’s Registration & Firm History

NY

05/17/2013 - Present

Carl Marks Securities LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 05/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Paul Bushnell.
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