Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zald is a financial professional with over 15 years of experience in the industry. Jonathan is currently registered with PJT Partners LP and is located in New York, NY. Jonathan has a strong background in investment banking and has held previous positions at firms such as BofA Securities, Inc., Deutsche Bank Securities Inc., and Oppenheimer & Co. Inc. Jonathan is licensed to conduct business in New York.
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
NY
10/12/2020 - Present
PJT Partners LP (NEW YORK NY)
NY
11/08/2019 - 10/09/2020
BOFA SECURITIES, INC. (NEW YORK NY)
NY
07/26/2010 - 10/31/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/03/2010 - 07/19/2010
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/05/2008 - 12/11/2009
ATLANTIC - PACIFIC CAPITAL, INC. (NEW YORK NY)
NY
01/14/2008 - 09/23/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/16/2006 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 04/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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