Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Shen is a financial advisor at Sax Wealth Advisors, LLC. Jonathan has been in the industry for over 9 years and has experience in providing financial planning, portfolio management, and pension consulting services. Jonathan has also worked with firms such as LPL Financial LLC and J.P. Morgan Securities LLC. Jonathan is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 securities licenses. Jonathan is committed to providing personalized financial advice to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
05/09/2023 - Present
SAX Wealth Advisors, LLC (EWING NJ)
NJ
03/29/2021 - 04/24/2023
LPL FINANCIAL LLC (PARAMUS NJ)
NJ
05/16/2017 - 03/02/2021
J.P. MORGAN SECURITIES LLC (PARAMUS NJ)
NJ
12/24/2014 - 05/17/2017
EQUITY SERVICES, INC. (EDISON NJ)
BOTH
Issued 07/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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