Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stephen Powell is a registered representative with Summit Trail Securities, LLC in San Francisco, CA. Jonathan has been in the securities industry since November 12, 2014. Jonathan has passed the Series 3, 7 and 66 exams. Prior to joining Summit Trail Securities, LLC Jonathan was employed by PURSHE KAPLAN STERLING INVESTMENTS and BARCLAYS CAPITAL INC. Jonathan is currently registered with the state of California.
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
CA
04/12/2017 - Present
Summit Trail Securities, LLC (San Francisco CA)
CA
09/29/2015 - 08/16/2016
PURSHE KAPLAN STERLING INVESTMENTS (San Francisco CA)
CA
01/28/2014 - 08/08/2015
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
BOTH
Issued 03/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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