Jonathan Wilfrid, financial advisor Secaucus NJ
89 score

Jonathan Wilfrid

CRD Number: 6261613
Current Firm: Ernst & Young Investment Advisers LLP

Jonathan Wilfrid (CRD# 6261613) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Secaucus, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ernst And Young Secaucus, NJ Jul 2013 - Current 3
Unemployed Berkeley Heights, NJ May 2013 - Jul 2013 < 1
The College Of Nj Ewing, NJ Aug 2009 - May 2013 3
Summer Break Berkeley Heights, NJ May 2012 - Aug 2012 < 1
Summer Break Berkeley Heights, NJ Jun 2011 - Aug 2011 < 1
Dunkin Donuts Basking Ridge, NJ Jul 2010 - Aug 2010 < 1
Leslie's Poolmant Inc. Greenbrook, NJ May 2010 - Aug 2010 < 1
Governor Livingston Hs Berkeley Heights, NJ Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jonathan M. Wilfrid
Phone Number: 800-273-0588
Firm Website: http://www.ey.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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