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Jonathan Paul Fessel

Pimco Investments LLC

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About Jonathan Paul Fessel

Jonathan Paul Fessel is a financial advisor who has been in the industry since 1988. Jonathan is currently registered with Pimco Investments LLC. Jonathan has a history of working with firms like Allianz Global Investors Distributors LLC, GT Global, Inc., and Pilgrim Distributors Corp. He is licensed to sell securities in California, Florida, New York, Pennsylvania, and Texas. Jonathan is also a licensed Investment Advisor Representative.

Firm Information

Jonathan Fessel is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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 Fessel’s Registration & Firm History

NY

02/14/2011 - Present

Pimco Investments LLC (NEW YORK NY)

NY

02/28/1997 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

CA

02/01/1994 - 03/04/1997

GT GLOBAL, INC. (SAN FRANCISCO CA)

CA

12/13/1991 - 01/21/1994

PILGRIM DISTRIBUTORS CORP. (LOS ANGELES CA)

NA

11/20/1989 - 07/27/1990

ARV CAPITAL CORPORATION

NA

09/27/1989 - 10/03/1989

TOWER INVESTMENT GROUP, INC.

NA

03/02/1989 - 05/16/1989

CRICO SECURITIES CORPORATION

NA

04/11/1985 - 01/14/1988

KRUPP SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 01/31/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Paul Fessel.
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