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Jonathan J. Sheinkop

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CRD#: 2812671
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Professional summary


Being a previously registered professional could mean that this person 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.

Jonathan Jay Sheinkop, who also goes by Jonathan J Sheinkop, was a registered financial advisor .

Jonathan is a previously registered financial advisor and started their career in finance in 1996. Jonathan had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jonathan J Sheinkop

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.

CRS (Client Relationship Summary)


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

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


Past

January 27, 2009 - December 31, 2012

PROVEST PORTFOLIO MANAGEMENT, LLC

RIA
CRD#: 148308
CHICAGO, IL
Past

June 27, 2007 - January 22, 2009

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
CHICAGO, IL
Past

June 27, 2007 - January 22, 2009

WEDBUSH SECURITIES INC.

BD
CRD#: 877
CHICAGO, IL
Past

October 28, 2004 - July 3, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
CHICAGO, IL
Past

October 4, 2004 - July 3, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
CHICAGO, IL
Past

November 22, 2002 - October 12, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
CHICAGO, IL
Past

June 26, 2002 - October 12, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 14, 2000 - July 2, 2002

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
CHICAGO, IL
Past

November 15, 1999 - July 2, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

December 16, 1996 - November 24, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


PP
PROVEST PORTFOLIO MANAGEMENT, LLC
NAME 304 | PROVEST PORTFOLIO MANAGEMENT, LLC

CRD#: 148308 / SEC#:

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Contact information


Main Address
2049 N. Kenmore Ave. Ste. 1117, Chicago, IL 60614
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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

Company Information


PROVEST PORTFOLIO MANAGEMENT, LLC

CRD#: 148308

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