Unclaimed
Jonathon Robert Scardina is an investment advisor representative with Nuveen Asset Management, LLC. Jonathon has over 15 years of experience in the financial services industry and specializes in providing investment advice to high-net-worth individuals, institutions, and corporations. Jonathon's previous experience includes positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., Banc One Securities Corporation, and First Investors Corporation. Jonathon holds the Series 6, 7, 63, and 65 licenses, as well as the SIE.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/08/2015 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
10/01/2012 - 04/30/2013
J.P. MORGAN SECURITIES LLC (LIBERTYVILLE IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENVIEW IL)
IL
03/03/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
11/07/2003 - 02/18/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathon Scardina is the right advisor for you? Invested Better is here to help.