Jonathan Searles

Piper Sandler & CO.

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Piper Sandler & CO.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

2 clients

Average Client Portfolio

$992.5M average

Assets Under Management

$2.0B

Location

1251 Avenue of the Americas, 6th Floor, New York, NY, 10020

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History

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.

Other Business Activities

Jonathan serves on the board of directors for Huntington Country Club, dedicating minimal time. He also serves on the board of directors for B&G Industries, Ltd., dedicating minimal time and receiving compensation.