Jonathan PickertCRD Number: 6315962
Current Firm: J.p. Morgan Securities LLC
Jonathan Pickert (CRD# 6315962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.
Haven Capital Group
Independent Financial Partners
Brightpath Wealth Planning, LLC
|Jp Morgan Securities LLC||Santa Barbara, CA||Jan 2016 - Current||2|
|Jp Morgan Chase Bank||Santa Barbara, CA||Jan 2016 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Santa Barbara, CA||Mar 2014 - Jan 2016||1|
|Bank Of America, N.a.||Santa Barbara, CA||Mar 2014 - Jan 2016||1|
|Wells Fargo||Santa Barbara, CA||Jan 2013 - Mar 2014||1|
|Brick Yard Pub||North Hollywood, CA||Jan 2012 - Jan 2013||1|
|Cresa Partners||Los Angeles, CA||Jan 2012 - Jan 2013||1|
|Toyota Santa Barbara||Santa Barbara, CA||Jan 2011 - Dec 2011||< 1|
|Sunkist, Inc.||Sherman Oaks, CA||Apr 2010 - Dec 2010||< 1|
|Sls Hotel||Beverly Hills, CA||Feb 2010 - Jul 2010||< 1|
|Unemployed||West Hollywood, CA||Jan 2010 - Jan 2010||< 1|
|Hollywood Cantina||Hollywood, CA||Jun 2009 - Dec 2009||< 1|
|Southwestern Law School||Los Angeles, CA||Aug 2008 - Jun 2009||< 1|
|Brio Restaurant||Kansas City, MO||Mar 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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, WY
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