Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Stenzler is a financial advisor who has been working in the industry since 2001. Jonathan is currently registered with Wolfe Research Securities. Jonathan has a strong track record of success in the financial services industry. Jonathan has a broad range of experience, including working with Morgan Stanley Smith Barney, UBS PaineWebber, Citigroup Global Markets, and International Strategy & Investment Group. Jonathan holds Series 7, 66, and 24 licenses. Jonathan is registered in 48 states.
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.
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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2
CA
06/01/2017 - Present
Wolfe Research Securities (San Francisco CA)
CA
12/21/2015 - 06/28/2017
EVERCORE GROUP L.L.C. (SAN FRANCISCO CA)
CA
06/08/2010 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 03/22/2010
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
05/17/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NJ
02/05/2001 - 06/08/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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