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Jonathan Rawl

J.p. Morgan Securities LLC

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About Jonathan Rawl

Jonathan Rawl is a financial advisor with J.p. Morgan Securities LLC. Jonathan has been in the financial services industry since 2013. Jonathan holds the Series 6, 63, 6TO, and SIE licenses. Jonathan is registered to offer investment services in Delaware, New Jersey, and Pennsylvania. Jonathan has a diverse background in financial services and specializes in providing investment advice to individuals, corporations, and other businesses. Jonathan is committed to providing his clients with the highest level of service and personalized advice.

Firm Information

Jonathan Rawl is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jonathan Rawl’s Registration & Firm History

PA

09/27/2023 - Present

J.p. Morgan Securities LLC (Philadelphia PA)

PA

10/21/2013 - 08/25/2015

NYLIFE SECURITIES LLC (BERWYN PA)

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Licenses & Designations

BC

Issued 10/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/12/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Rawl. Review regulatory record here.
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