Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kolodkin is a financial advisor with Oppenheimer & Co. Inc. Jonathan has been in the financial services industry since December 1986. Jonathan holds the Series 7, Series 63, and Series 65 licenses as well as the SIE designation. Prior to joining Oppenheimer & Co. Inc., Jonathan was a financial advisor with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Jonathan is a registered representative in several states, including Georgia, Alabama, Arizona, California, Colorado, Florida, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Jonathan specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jonathan also offers financial planning and pension consulting services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
09/01/2011 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
GA
06/01/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (ALPHARETTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALPHARETTA GA)
GA
12/04/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ALPHARETTA GA)
NY
08/01/1991 - 12/14/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/23/1986 - 08/07/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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