Jonathan SchildkrautCRD Number: 5910298
Current Firm: Msi Financial Services, Inc.
Jonathan Schildkraut (CRD# 5910298) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Shelton, CT and has over 5 years of experience in the finance industry.
Scholtz & Co
Lpl Financial LLC
Springboard Asset Management LLC
|Metlife Securities Inc.||Shelton, CT||Apr 2011 - Current||6|
|Equinox Fitness||Boston, MA||Jul 2010 - Apr 2011||< 1|
|Northeastern University||Boston, MA||Aug 2009 - Apr 2011||1|
|Us Census Enumerator||Boston, MA||Apr 2010 - Jul 2010||< 1|
|Workbridge Associates||Boston, MA||Jan 2009 - Jul 2009||< 1|
|Cbeyond Communications||San Diego, CA||Jun 2008 - Jan 2009||< 1|
|Internet Marketing Results||San Diego, CA||Jan 2008 - Jun 2008||< 1|
|American Income Insurance||San Diego, CA||Jun 2007 - Jan 2008||< 1|
|Northeastern University||Boston, MA||May 2002 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, VT, WA, WI, WV
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