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Jonathan Watkins Claeys

Columbia Management Investment Distributors, Inc.

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About Jonathan Watkins Claeys

Jonathan Watkins Claeys is a financial professional with over 15 years of experience in the financial services industry. Jonathan is currently registered with Columbia Management Investment Distributors, Inc. Prior to this, Jonathan worked with Federated Securities Corp. and Quasar Distributors, LLC. Jonathan is a Series 3, 6, 7, and 63 licensed professional, having passed the Securities Industry Essentials Examination (SIE) in 2018. Jonathan holds registrations in 51 states.

Firm Information

Jonathan Claeys is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jonathan Claeys’s Registration & Firm History

MA

01/05/2017 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

07/01/2008 - 10/20/2011

FEDERATED SECURITIES CORP. (BOSTON MA)

PA

07/17/2006 - 04/05/2007

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

WI

02/27/2006 - 07/18/2006

QUASAR DISTRIBUTORS, LLC (MILWAUKEE WI)

MA

09/14/2005 - 10/17/2005

IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/25/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2018

Series 3 - National Commodity Futures Examination

BC

Issued 01/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/13/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Watkins Claeys.
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