Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan William Kohn is a financial professional with over 15 years of experience in the financial services industry. Jonathan has held various positions at leading financial institutions, including Tullett Prebon Financial Services LLC, Tullett Liberty Brokerage Inc., and AXA Advisors, LLC. Jonathan is currently registered with Interactive Brokers LLC and holds the Series 7, Series 99, and SIE licenses.
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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CT
03/02/2015 - Present
Interactive Brokers LLC (GREENWICH CT)
NJ
08/22/2008 - 10/08/2010
TULLETT PREBON FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
07/20/2006 - 10/09/2008
TULLETT LIBERTY BROKERAGE INC. (NEW YORK NY)
NY
10/17/2005 - 06/09/2006
AXA ADVISORS, LLC (LAKE SUCCESS NY)
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2015
Series 99 - Operations Professional Examination
BC
Issued 10/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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