Jonathan Klug is a registered investment advisor, based in San Antonio, TX, with 18 years of industry experience.
Location
9830 Colonnade Blvd STE 290, San Antonio, TX, 78230
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Regulatory History
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.
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Jonathan is a board member of the UTSA Alumni Association, raising funds for scholarships, and a board member of Sunshine Cottage School for Deaf Children, participating in finance matters. These activities require minimal time.
Employment History
Current Registrations
Sanctuary Securities, INC.
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 states
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.