Jake S. Donavan
Professional summary
Jake Sise Donavan MR, who also goes by Jake Sise Donavan, is a registered financial professional currently at LIONTREE ADVISORS LLC located in New York, New York.
Jake is registered as a RR (Registered Representative) and started their career in finance in 1996. Jake has worked at 4 firms and has passed the Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jake Sise Donavan MR's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2017 - Present
LIONTREE ADVISORS LLC
Office #1: 745 Fifth Avenue 15th Floor, New York, NY 10151Office #2: 745 Fifth Avenue 15th Floor, New York, NY 10151October 1, 2008 - October 26, 2016
J.P. MORGAN SECURITIES LLC
May 1, 2001 - October 1, 2008
J.P. MORGAN SECURITIES INC.
August 16, 1996 - May 1, 2001
JPMSI
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
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
LIONTREE ADVISORS LLC
CRD#: 164399 / SEC#: , 8-69097
Contact information
FINRA licenses (22 States and Territories)
Direct owners and executive officers
Red Flags
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