Jonathan E. Kahn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Efrem Kahn was a registered financial advisor .
Jonathan is a previously registered financial advisor and started their career in finance in 1985. Jonathan had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 3, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 9, 2001 - December 31, 2010
CASTLEBRIDGE CAPITAL ADVISORS, INC.
January 9, 2000 - April 25, 2011
CASTLEBRIDGE RISK SOLUTIONS, INC.
October 26, 1998 - August 30, 1999
CASTLEBRIDGE ADVISORS, INC.
November 28, 1997 - October 22, 1998
CITICORP INVESTMENT SERVICES
October 4, 1996 - July 29, 1997
SANFORD C. BERNSTEIN & CO., INC.
November 14, 1988 - August 7, 1989
LEHMAN SPECIAL SECURITIES INC.
July 25, 1987 - August 7, 1989
LEHMAN GOVERNMENT SECURITIES INC.
February 10, 1987 - August 7, 1989
LEHMAN BROTHERS INC.
April 23, 1985 - July 21, 1986
SALOMON BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current firm
No current employment
Red Flags
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