Jonathan Varenchik, financial advisor Long Beach CA
86 score

Jonathan Varenchik

CRD Number: 4439393
Current Firm: J.p. Morgan Securities LLC

Jonathan Varenchik (CRD# 4439393) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 14 years of experience in the finance industry. Jonathan Varenchik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jpmorgan Securities LLC Irvine, CA Dec 2013 - Current 3
Fidelity Investments Mission Viejo, CA Jan 2013 - Dec 2013 < 1
Unemployed Irvine, CA Nov 2012 - Dec 2012 < 1
Morgan Stanley Smith Barney Irvine, CA Oct 2009 - Oct 2012 3
Morgan Stanley & Company, Incorporated Menlo Park, CA Nov 2007 - Oct 2009 1
Morgan Stanley D.w., Inc. Torrance, CA Aug 2001 - Nov 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan M. Varenchik
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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