Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tufts Woods is a financial advisor with over 30 years of experience in the industry. Jonathan is currently registered with Kestra Private Wealth Services, LLC and holds Series 7, 31, 63, and 65 licenses. Jonathan has also held prior positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jonathan provides a range of financial advisory services to individuals, families, businesses, and charitable organizations, and specializes in investment advisory, portfolio management, financial planning, and pension consulting.
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
TX
06/28/2021 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CT
06/01/2009 - 05/26/2015
MORGAN STANLEY (FAIRFIELD CT)
CT
05/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD CT)
CT
05/15/2000 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NY
01/04/1995 - 05/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/05/1987 - 12/31/1994
LAZARD FRERES & CO. (NEW YORK NY)
IA
Issued 11/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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