Unclaimed
Jonathan Zuckerman is a registered representative with J.p. Morgan Institutional Investments Inc., a firm with its main office in New York. Jonathan has been in the industry since 2020 and holds the Series 63, SIE, and Series 79TO licenses. Jonathan is registered with the state of New York to conduct business.
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.
1
2
NY
01/25/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
01/15/2020 - 11/05/2021
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
BC
Issued 01/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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