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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Mark Webster is a financial professional with over 30 years of experience in the industry. Jonathon is currently registered with Aegis Capital Corp. as an Investment Advisor Representative. Prior to his current role, Jonathon worked at Stiefel, Nicolaus & Company, Incorporated and Wells Fargo Clearing Services, LLC. Jonathon has a diverse background in the financial industry, having held positions at various firms including Citigroup Global Markets Inc., Morgan Stanley DW Inc. and PaineWebber Incorporated. Jonathon holds Series 3, 7, and 63 licenses as well as the Series 65 license. Jonathon has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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NY
03/20/2024 - Present
Aegis Capital Corp. (MELVILLE NY)
CA
12/06/2019 - 02/15/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CARLSBAD CA)
CA
10/26/2007 - 12/11/2019
WELLS FARGO CLEARING SERVICES, LLC (RANCHO SANTA FE CA)
CA
08/30/2002 - 11/08/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
10/15/1993 - 09/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
04/27/1990 - 10/25/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/11/1988 - 05/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/18/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
12/20/1984 - 10/07/1985
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/21/1984 - 12/27/1984
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 01/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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