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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kokolakis is a financial advisor with Wells Fargo Clearing Services, LLC, Jonathan is a seasoned professional with over 27 years of experience in the financial services industry. Jonathan is registered as an Investment Advisor Representative in California, District of Columbia, Florida, Georgia, Illinois, Maryland, New York, and Virginia. Jonathan has a strong background in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jonathan's expertise includes investment strategy, portfolio management, retirement planning, and estate planning. Jonathan is committed to providing personalized and client-centric advice that helps clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/05/2024 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
DC
11/03/2006 - 07/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
01/03/2003 - 11/09/2006
OPPENHEIMER & CO. INC. (WASHINGTON DC)
NY
08/14/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/01/1996 - 08/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
04/07/1995 - 05/24/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
FL
04/07/1995 - 04/17/1995
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
IA
Issued 10/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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