Jonathan Oherron
Professional summary
Jonathan Oherron JR, who also goes by Jonathan Oherron, is a registered financial advisor currently at GILMAN HILL ASSET MANAGEMENT, LLC located in New Canaan, Connecticut.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, Series 87, Series 3, Series 15, Series 7, Series 4, Series 53, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Oherron JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2007 - Present
GILMAN HILL ASSET MANAGEMENT, LLC
Office #1: 220 Elm Street, New Canaan, CT 06840March 11, 1997 - September 30, 2009
WESTPORT CAPITAL MARKETS, LLC
November 8, 1996 - September 30, 2009
WESTPORT CAPITAL MARKETS, LLC
July 31, 1993 - November 14, 1996
CITIGROUP GLOBAL MARKETS INC.
January 25, 1984 - July 31, 1993
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
GILMAN HILL ASSET MANAGEMENT, LLC
CRD#: 143970 / SEC#: 801-67941
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/27/2007)
Exams
Series 15
Date: 6/6/1985
Foreign Currency Options ExaminationCurrent Firm
GILMAN HILL ASSET MANAGEMENT, LLC
CRD#: 143970 / SEC#: 801-67941
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 596 |
| AUM (Assets Under Management) | $ 782,940,311 |
Red Flags
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