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 Tenney is a financial advisor with over 25 years of experience in the industry. Jonathan is currently registered with Corient and Thece Wealth Management. In the past, Jonathan has also been registered with PURSHE KAPLAN STERLING INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and GOLDMAN, SACHS & CO. Jonathan has a wide range of experience, having previously worked at Bank of America, Corient Services LLC, CIPW Service Company, LLC, and Thece Wealth Management. Jonathan has a strong track record of success in providing financial advice to a diverse clientele, including high-net-worth individuals, families, corporations, and charitable organizations. Jonathan is committed to providing personalized financial advice that meets the unique needs of each client. Jonathan is a highly qualified financial advisor with a strong commitment to client service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/14/2022 - Present
Corient (NEWPORT BEACH CA)
CA
09/28/2015 - 05/25/2016
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
06/03/2008 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
NY
02/07/1997 - 06/18/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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