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 Stoller is an investment advisor representative with J.P. Morgan Securities LLC. Jonathan is a Series 65 and 63 licensed advisor who has been active in the industry since 1994. Jonathan has a long and varied career in the investment industry, having worked for several firms before joining J.P. Morgan Securities. Jonathan is registered to provide advisory services in numerous states. Jonathan is also a Series 24 Principal, Series 55, 57, and 7 licensed representative. Jonathan provides investment advisory services to individuals, corporations, and other institutional clients.
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
OH
11/16/2022 - Present
J.p. Morgan Securities LLC (Cleveland OH)
OH
03/06/2006 - 10/30/2018
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
OH
05/18/2004 - 03/07/2006
ANCORA SECURITIES, INC. (INDEPENDENCE OH)
NY
03/12/2001 - 02/04/2004
UBS SECURITIES LLC (NEW YORK NY)
NJ
05/08/1999 - 03/12/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
07/16/1996 - 05/19/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
08/05/1993 - 10/26/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NE
07/23/1992 - 03/24/1993
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 01/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/22/1992
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
Not sure Jonathan Stoller is the right advisor for you? Invested Better is here to help.
