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JE

Jonathan H. Epstein

BENTALLGREENOAK REAL ESTATE US LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 2299259
JE

Professional summary

Jonathan Harris Epstein is a registered financial professional currently at BENTALLGREENOAK REAL ESTATE US LLC located in New York, New York.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1992. Jonathan has worked at 4 firms and has passed the SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Harris Epstein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 9, 2012 - Present

BENTALLGREENOAK REAL ESTATE US LLC

Office #1: 399 Park Avenue 18th Floor, New York, NY, 10022Office #2: 399 Park Avenue 18th Floor, New York, NY, 10022
BD
CRD#: 157909
New York, NY
Past

November 11, 1992 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

November 11, 1992 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

November 11, 1992 - May 10, 2005

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/22/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BR
BENTALLGREENOAK REAL ESTATE US LLC
BENTALLGREENOAK REAL ESTATE US LLC | GREENOAK REAL ESTATE US LLC

CRD#: 157909 / SEC#: , 8-68869

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
399 Park Avenue 18th Floor, New York, NY, 10022
Mailing Address
399 Park Avenue 18th Floor, New York, NY, 10022
Phone number
(212) 359-7800
Established
Delaware since 03/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BGO US REAL ESTATE LPMEMBER157034
CAMPBELL, MATTHEW GEORGE ANGUSMANAGING PARTNER,GENERAL COUNSEL AND CHIEF RISK OFFICER6279758
GROSSER, SHAWN DCHIEF COMPLIANCE OFFICER5328672
NIEHAUS, CHRISTOPHER JMANAGING PARTNER, HEAD OF U.S.2036937
PRICE, AMY GUNTHERCHIEF EXECUTIVE OFFICER2378816
ROSS, ELIZA ANNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER7315851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BENTALLGREENOAK REAL ESTATE US LLC

CRD#: 157909New York, NY 10022

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