Jonathan Fink, financial advisor Leawood KS
93 score

Jonathan Fink

CRD Number: 4534465
Current Firm: Satya Investment Management, LLC

Jonathan Fink (CRD# 4534465) is an Investment Advisor Representative working at Satya Investment Management, LLC in Leawood, KS and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Satya Investment Management, LLC Leawood, KS Nov 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2015 < 1
Morgan Stanley Smith Barney Purchase, NY Jun 2009 - Jan 2015 5
Morgan Stanley & Company, Incorporated Mt. Kisko, NY Apr 2007 - Jun 2009 2
Morgan Stanley Dw Inc. Mt Kisco, NY Apr 2002 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Jonathan A. Fink
Phone Number: (646) 232-6876
Registered State(s):
  • KS
  • TX
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, NJ, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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