Jonathan D. Richardson
Professional summary
Jonathan Desopo Richardson, who also goes by John Desopo Richardson, John D'esopo Richardson, Jonathan D'esopo Richardson, is a registered financial advisor currently at MERCHANT BANKING ADVISORS, INC. located in San Juan, .
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jonathan has worked at 4 firms and has passed the Series 7 and Series 52 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Desopo Richardson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
MERCHANT BANKING ADVISORS, INC.
September 6, 2002 - December 14, 2005
ORIENTAL FINANCIAL SERVICES LLC
June 8, 1999 - September 30, 1999
SANTANDER SECURITIES LLC
January 17, 1989 - November 30, 1989
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2019)
Exams
Current Firm
MERCHANT BANKING ADVISORS, INC.
CRD#: 299733 / SEC#:
Contact information
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| New York | ERA - Withdrawn | 4/17/2019 |
Red Flags
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