Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Colbert is a financial professional with over six years of experience in the securities industry. Jonathan has a Series 79, Series 82TO, and Series 63 license. Jonathan currently works at Capstone Partners, a firm that is NOTINSCOPE for Investment Advisor registration with the SEC. Previously, Jonathan held positions at KPMG CORPORATE FINANCE LLC and RABO SECURITIES USA, INC. Jonathan is currently registered in Colorado.
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
NY
05/09/2023 - Present
Capstone Partners (New York NY)
NY
04/12/2019 - 12/01/2022
KPMG CORPORATE FINANCE LLC (NEW YORK NY)
NY
06/01/2017 - 04/01/2019
RABO SECURITIES USA, INC. (NEW YORK NY)
BC
Issued 03/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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