Jonathan T. Matson
Professional summary
Jonathan T Matson, who also goes by Jon Matson, Jonathan Thomas Matson, Jonathan Matson, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in New York, New York.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1999. Jonathan has worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan T Matson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 9, 2023 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 600 Fifth Avenue 22nd Floor, New York, NY 10020May 16, 2019 - January 13, 2023
FORESIDE FUND SERVICES, LLC
April 10, 2012 - December 31, 2018
ABERDEEN FUND DISTRIBUTORS, LLC
September 2, 2009 - November 4, 2011
KEEFE, BRUYETTE & WOODS, INC.
January 21, 2005 - September 16, 2009
CITIGROUP GLOBAL MARKETS INC.
March 21, 2002 - February 8, 2005
CITICORP INVESTMENT SERVICES
September 28, 1999 - November 9, 2001
PINEBRIDGE SECURITIES LLC
April 16, 1999 - May 14, 1999
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
FORESIDE FINANCIAL SERVICES, LLC
CRD#: 148477 / SEC#: , 8-68027
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
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