Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan R. Wilsusen is an investment advisor representative associated with Needham & Company, LLC. Jonathan has been in the securities industry since November 4, 2011. Jonathan holds the Series 63, 66, 7, 99TO and SIE licenses. Jonathan has been registered with the Financial Industry Regulatory Authority (FINRA) since February 23, 2023. Jonathan is also registered with the state of New York. Jonathan has been employed with Needham & Company, LLC since May 2019. Jonathan previously worked for J.P. MORGAN SECURITIES LLC and BARCLAYS CAPITAL INC. Jonathan is licensed to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
02/23/2023 - Present
Needham & Company, LLC (NEW YORK NY)
NY
06/17/2015 - 05/29/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/10/2012 - 06/25/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/04/2011 - 12/12/2012
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
BOTH
Issued 06/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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