Jonathan Eitas, financial advisor Plymouth MA

Jonathan Eitas

CRD Number: 4876310
Current Firm: Kovack Advisors, Inc.

Jonathan Eitas (CRD# 4876310) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Plymouth, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, LLC Fort Lauderdale, FL Jan 2021 - Current 3
Kovack Advisors, LLC Fort Lauderdale, FL Jan 2021 - Current 3
Franklin Templeton Financial Services Corp. San Mateo, CA Jul 2019 - Oct 2020 1
Franklin Templeton Distributors, Inc. San Mateo, CA Feb 2018 - Oct 2020 2
Unemployed Marshfield, MA Sep 2017 - Feb 2018 < 1
Geneva Advisors, LLC Chicago, IL Jul 2015 - Aug 2017 2
Manulife Asset Management (us) LLC Boston, MA Oct 2012 - Jun 2015 2
John Hancock Funds, LLC Boston, MA Jul 2005 - Jun 2015 9
John Hancock Financial Services Boston, MA Dec 2002 - Jun 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S66 NASAA Uniform Combined State Law Examination Oct 2012
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan E. Eitas
Phone Number: 954-782-4771
Firm Website: http://www.joinksi.com/
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,288
    MILLIONS
  • Total Number of Accounts
    18,409
    ACCOUNTS
  • Average Account Value
    $232,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, MA, 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, WY

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