Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gertler is a financial professional with over 20 years of experience in the industry. He currently works for Back Bay Life Science Advisory, LLC as an investment advisor. He is a registered representative and holds the Series 7, 24, 62, 63, 99TO, and SIE licenses. He is also registered with the state of Massachusetts. Jonathan has a strong track record of providing financial guidance to clients and has experience working with firms such as Leerink Swann LLC, Cowen and Company, and Canaccord Adams Inc.
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.
1
2
MA
08/08/2012 - Present
Back BAY Life Science Advisory, LLC (BOSTON MA)
MA
06/13/2007 - 04/09/2010
LEERINK SWANN LLC (BOSTON MA)
MA
08/08/2006 - 06/20/2007
COWEN AND COMPANY (BOSTON MA)
MA
08/23/2001 - 08/09/2006
CANACCORD ADAMS INC. (BOSTON MA)
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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