Jonathan Gahan (CRD# 7335454) is an Investment Advisor Representative working at Key Investment Services LLC in Utica, NY and has over 3 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Jun 2023 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2021 - Jun 2023 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2021 - Jun 2023 | 2 |
| Northwestern Mutual Investment Services LLC | New Hartford, NY | Mar 2021 - Jun 2023 | 2 |
| Bny Mellon | Oriskany, NY | Aug 2008 - Mar 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2021 |
- NY
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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