Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sereda is a financial advisor with J.P. Morgan Securities LLC. Jonathan has been in the industry since 2011 and has held previous roles at WELLS FARGO CLEARING SERVICES, LLC and AMERIPRISE FINANCIAL SERVICES, INC. Jonathan has a strong track record of success in providing financial advice and services to individuals and institutions. Jonathan is registered in 53 states and is a Series 7, 9, 10, 66, and SIE licensed professional.
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
IL
05/18/2022 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
04/14/2015 - 05/10/2022
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
IL
01/25/2011 - 11/07/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WARRENVILLE IL)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
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 Sereda is the right advisor for you? Invested Better is here to help.
