Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Montbach is an active advisor registered with FINRA and has been in the financial services industry for nearly 20 years. Jonathan Montbach currently works at Ba Securities, LLC in New York, New York, and previously worked at M&A Securities Group, Inc., Seabury Securities LLC, KPMG Corporate Finance LLC, and UBS Securities LLC. Jonathan Montbach is licensed in New York and Pennsylvania.
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
NY
04/02/2024 - Present
BA Securities, LLC (NEW YORK NY)
NY
11/02/2020 - 04/01/2024
M&A SECURITIES GROUP, INC. (NEW YORK NY)
NY
12/21/2009 - 08/31/2020
SEABURY SECURITIES LLC (NEW YORK NY)
NY
03/07/2008 - 12/09/2009
KPMG CORPORATE FINANCE LLC (NEW YORK NY)
NY
10/02/2001 - 03/09/2005
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Montbach is the right advisor for you? Invested Better is here to help.
