Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Digiovanni is a financial professional with over 13 years of experience in the industry. Jonathon has held positions at several firms, including Foreside Fund Services, LLC, National Securities Corporation, Knight Capital Americas LLC, DWS Investments Distributors, Inc, Morgan Stanley Smith Barney, and Quest Capital Strategies, Inc. Currently, Jonathon is an investment advisor representative at First Trust Advisors LP, where Jonathon provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
07/07/2017 - Present
First Trust Advisors LP (WHEATON IL)
ME
11/18/2014 - 12/10/2014
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
07/19/2013 - 06/11/2014
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IL
04/03/2013 - 07/15/2013
KNIGHT CAPITAL AMERICAS LLC (CHICAGO IL)
IL
08/17/2011 - 03/12/2013
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
IL
01/14/2011 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
CA
09/17/2010 - 11/12/2010
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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