Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Chalk is a registered representative with Park Avenue Securities LLC, based in Beachwood, OH. Jonathon has been in the financial services industry since 1999. Before joining Park Avenue Securities LLC in 2018, Jonathon worked for Ameriprise Financial Services, Inc., Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Jonathon is registered to offer investment advice in Arizona, Florida, Georgia, Michigan, and Ohio. Jonathon specializes in working with high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and other investors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OH
01/03/2018 - Present
Park Avenue Securities LLC (BEACHWOOD OH)
OH
03/20/2015 - 01/05/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Westlake OH)
OH
06/01/2009 - 03/31/2015
MORGAN STANLEY (WESTLAKE OH)
OH
02/26/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
OH
02/09/2007 - 03/16/2009
UBS FINANCIAL SERVICES INC. (WESTLAKE OH)
OH
07/21/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 11/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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