Jonas Viktoras Daniliauskas
Professional Summary
Jonas Viktoras Daniliauskas, who also goes by Jon Daniliauskas, was a registered financial advisor. Jonas was a previously registered financial professional and started their career in finance 1994 - 1997. Jonas had worked at 2 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Daniliauskas
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
MARSH & MCLENNAN SECURITIES CORPORATION | WILLIAM M. MERCER SECURITIES CORPORATION
Contact Information
Established
Delaware since 02/24/1969Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MMSC HOLDINGS, INC. | PARENT | — |
| AHMED, UMRON FAROOQ | MANAGING DIRECTOR | 4397480 |
| ASAFF, ERNEST MONTAGUE | MANAGING DIRECTOR | 1945217 |
| BAKER, STEPHEN GREGORY | CHIEF EXECUTIVE OFFICER | 1350348 |
| BERTRAM, HENRY LAWRENCE | SENIOR VICE PRESIDENT | 4652023 |
| BORIK, MICHAEL JOHN JR | ASSISTANT SECRETARY, COMPLIANCE OFFICER | 2682128 |
| DEBENEDETTO, GERARD ANTHONY | SENIOR VICE PRESIDENT | 3168819 |
| DHANDAPANI, MURUGAN | ASSISTANT SECRETARY | 4214632 |
| EDWARDS, PAUL BRYANT | SENIOR VICE PRESIDENT | 4465635 |
| EHSANI, JAMSHID | PRESIDENT AND DIRECTOR | 2770366 |
| GHOSH, PARTHO SARATHI | SENIOR VICE PRESIDENT | 1983427 |
| GOLDFARB, RICHARD SHELDON | SENIOR VICE PRESIDENT | 1530824 |
| HALL, JAMES FRANCIS | VICE PRESIDENT | 4240215 |
| HAPPE, MARK JONATHAN | CHIEF COMPLIANCE OFFICER | 2791955 |
| HILLS, QUENTIN KEITH | MANAGING DIRECTOR | 4453250 |
| ISMAIL, DEEMA | VICE PRESIDENT, TREASURER, CONTROLLER | 2824289 |
| JORDAN, PATRICK ROBERT | MANAGING DIRECTOR/DIRECTOR | 4233558 |
| KELKAR, RAM VISHNU | SENIOR VICE PRESIDENT | 2379220 |
| MCGHEE, CHRISTOPHER MARSH | MANAGING DIRECTOR | 2682131 |
| O'BRIEN, DOUGLAS JOHN | SENIOR VICE PRESIDENT | 4423713 |
| RAKOTOMALALA, MARC HARIFIDY | SENIOR VICE PRESIDENT | 4130932 |
| RUBENSTEIN, DANIEL ELIAS | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | 4662840 |
| SALIMI, WASIM BARI | CHIEF COUNSEL, SECRETARY | 4664934 |
| SCLAFANI, PAUL | MANAGING DIRECTOR, DIRECTOR | 1460280 |
| VAUGHAN-LOWERY, LORIANN | MANAGING DIRECTOR | 4240548 |
| WOOD, BARRY WILLIAM | MANAGING DIRECTOR | 2466936 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1994About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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