JT
JT
Jonathan Teal
22 Years of Experience
Auburn Hills, MI
1 DisclosureBrokerSells Insurance
Jonathan Teal is a registered investment advisor, based in Auburn Hills, MI, with 22 years of industry experience.
Location
3250 Auburn Rd Ste 102, Auburn Hills, MI, 48326
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Regulatory History (1)
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Customer Dispute
May 2016Denied
Other Business ActivitiesSells Insurance
Jonathan owns Teal Capital Incorporated, an S Corp, dedicating minimal time to it. He also owns Polaris Private Wealth, an investment management firm, dedicating full-time hours to investment management and client relationships.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
June 2022 - Present · 3 yrs 11 mos
Kestra Investment Services, LLC
June 2022 - Present · 3 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - June 2022 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - June 2022 · 16 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2004 - May 2006 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - January 2004 · 1 mo
State Registrations17 states
AZCACOFLGAINKSKYMAMDMINCNYTNTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.