Jonathan Weitz is a registered investment advisor, based in New York, NY, with 20 years of industry experience.
Location
51 Madison Avenue, New York, NY, 10010
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nylife Distributors LLC
July 2013 - Present · 12 yrs 10 mos
New York Life Investment Management LLC
July 2013 - Present · 12 yrs 10 mos
Nylife Distributors LLCBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Lord, Abbett & CO. LLC
September 2005 - July 2013 · 7 yrs 10 mos
Lord Abbett Distributor LLCBroker
August 2005 - July 2013 · 7 yrs 11 mos
State Registrations3 states
ILINWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.