Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Scott Gold is a financial advisor with over 40 years of experience in the industry. Jonathan is currently registered with Oppenheimer & Co. Inc., and has held previous positions at Stifel, Nicolaus & Company, Incorporated, Janney Montgomery Scott LLC, Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, Lehman Brothers Inc., Lehman Brothers Kuhn Loeb Incorporated, and E. F. Hutton & Company Inc. Jonathan offers a wide range of services, including financial planning, portfolio management, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/31/2017 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
02/10/2012 - 09/01/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GARDEN CITY NY)
NY
12/18/2007 - 02/13/2012
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
11/04/2004 - 12/17/2007
WACHOVIA SECURITIES, LLC (MANHASSET NY)
NY
06/15/2000 - 11/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/29/1993 - 06/16/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/16/1982 - 04/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/19/1982 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
05/27/1982 - 07/08/1982
E. F. HUTTON & COMPANY INC
BC
Issued 10/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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