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Jonathan Jay Sheinkop

CRD# 2812671·Registered 1996 - 2012
Previously Registered: Being a previously registered professional could mean that Jonathan 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.

Professional Summary

Jonathan Jay Sheinkop, who also goes by Jonathan J Sheinkop, was a registered financial advisor. Jonathan was a previously registered financial advisor and started their career in finance 1996 - 2012. Jonathan had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan J Sheinkop

Blog Corner

More Resources

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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

30 years registered in the securities industry

Current & Past Employments

Past

PROVEST PORTFOLIO MANAGEMENT, LLCPast·CRD# 148308
RIA
Chicago, IL
January 27, 2009 - December 31, 2012
WEDBUSH SECURITIES INC.Past·CRD# 877
RIA
Chicago, IL
June 27, 2007 - January 22, 2009
WEDBUSH SECURITIES INC.Past·CRD# 877
BD
Chicago, IL
June 27, 2007 - January 22, 2009
BROOKSTREET SECURITIES CORPORATIONPast·CRD# 14667
RIA
Chicago, IL
October 28, 2004 - July 3, 2007
BROOKSTREET SECURITIES CORPORATIONPast·CRD# 14667
BD
Chicago, IL
October 4, 2004 - July 3, 2007
QUICK & REILLY, INC.Past·CRD# 11217
RIA
Chicago, IL
November 22, 2002 - October 12, 2004
QUICK & REILLY, INC.Past·CRD# 11217
BD
New York, NY
June 26, 2002 - October 12, 2004
RBC CAPITAL MARKETS, LLCPast·CRD# 31194
RIA
Chicago, IL
February 14, 2000 - July 2, 2002
RBC CAPITAL MARKETS, LLCPast·CRD# 31194
BD
New York, NY
November 15, 1999 - July 2, 2002
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Weehawken, NJ
December 16, 1996 - November 24, 1999

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Current Firm

PP
PROVEST PORTFOLIO MANAGEMENT, LLC

NAME 304 | PROVEST PORTFOLIO MANAGEMENT, LLC

CRD#: 148308

Contact Information

Main Address

2049 N. Kenmore Ave. Ste. 1117, Chicago, IL 60614

Documents

Latest Form ADV

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1996About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 1996About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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