Unclaimed
Jonathan Jansky is an active investment advisor representative with J.P. Morgan Securities LLC. He is registered in 17 states and has been in the industry since May 19, 2013. Jonathan has worked with various firms including Morgan Stanley, Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC. Jonathan is licensed with Series 7 and 66 licenses and his firm is registered with the Securities and Exchange Commission (SEC) and FINRA. Jonathan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and other institutions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/03/2023 - Present
J.p. Morgan Securities LLC (LIBERTYVILLE IL)
IL
07/20/2016 - 08/03/2018
CHARLES SCHWAB & CO., INC. (Northbrook IL)
IL
05/09/2013 - 07/08/2016
MORGAN STANLEY (DEERFIELD IL)
BOTH
Issued 06/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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