Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Koss is a financial advisor with over 16 years of experience in the financial services industry. Jonathan is currently registered with Pgim Investments LLC and holds Series 6, 7, and 66 licenses. Prior to joining Pgim Investments LLC, Jonathan has held positions at Goldman, Sachs & Co., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., SII Investments, Inc., and Park Avenue Securities LLC. Jonathan is also a member of the Red Shirt Partners LLC and Cleveland Bunker LLC. Jonathan is a highly experienced financial advisor with a strong track record of success.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
01/10/2012 - Present
Pgim Investments LLC (Pepper Pike OH)
NY
04/01/2010 - 01/19/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
FL
06/01/2009 - 01/06/2010
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
08/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
07/20/2006 - 08/14/2008
UBS FINANCIAL SERVICES INC. (TAMPA FL)
FL
04/21/2006 - 05/23/2006
SII INVESTMENTS, INC. (SARASOTA FL)
FL
01/01/2006 - 04/04/2006
PARK AVENUE SECURITIES LLC (TAMPA FL)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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