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 Smith is a financial advisor at Truist Securities, Inc. with over 10 years of experience in the financial services industry. Jonathan has held previous roles at Cantor Fitzgerald & Co., Barclays Capital Inc., and Lehman Brothers Inc.. Jonathan holds the Series 3, 7, 55, 57, and 63 licenses. Jonathan is registered in Georgia.
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.
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2
GA
01/25/2022 - Present
Truist Securities, Inc. (ATLANTA GA)
NY
09/06/2019 - 01/31/2020
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
09/22/2008 - 06/05/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/26/2008 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2019
Series 57TO - Securities Trader Exam
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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