Unclaimed
Jonathan Phillip Whitt is a financial professional with over 10 years of experience in the industry. Jonathan is currently registered with Evercore Group LLC and is a Series 24 (General Securities Principal Examination) and Series 79 (Investment Banking Registered Representative Examination) qualified professional. Jonathan has been registered in 37 states and is an active member of the broker-dealer community. Jonathan previously worked at BARCLAYS CAPITAL 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
IL
08/04/2016 - Present
Evercore Group LLC (Chicago IL)
IL
09/06/2012 - 07/15/2016
BARCLAYS CAPITAL INC. (CHICAGO IL)
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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