Jonathan D. Moll
Professional summary
Jonathan David Moll is a registered financial professional currently at PJT PARTNERS LP located in San Francisco, California.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1999. Jonathan has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6, Series 3 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Moll's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2026 - Present
PJT PARTNERS LP
Office #1: One Market Plaza Suite 2700, San Francisco, CA 94105December 22, 2023 - April 2, 2026
BA SECURITIES, LLC
October 11, 2022 - December 22, 2023
BRIARCLIFFE CREDIT PARTNERS, LLC
January 14, 2022 - January 4, 2024
KINGSWOOD CAPITAL PARTNERS, LLC
September 7, 2021 - January 6, 2022
FOUR POINTS CAPITAL PARTNERS LLC
April 1, 2014 - September 8, 2021
WHITE OAK MERCHANT PARTNERS LLC
June 13, 2012 - July 23, 2013
PURSHE KAPLAN STERLING INVESTMENTS
February 16, 2011 - January 12, 2012
KKR CAPITAL MARKETS LLC
January 20, 2006 - June 12, 2008
CUTWATER ASSET MANAGEMENT
March 10, 1999 - August 25, 2005
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/15/2026)
(5/15/2026)
Exams
FINRA
Current Firm
PJT PARTNERS LP
CRD#: 171058 / SEC#: , 8-69442
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PJT PARTNERS HOLDING LP | LIMITED PARTNER | |
| FLANAGAN, TARA ELIZABETH | CHIEF COMPLIANCE OFFICER | 2540823 |
| KALRA, ARUN JAMES | FINOP | 6570441 |
| LEE, JIYEUN | MANAGING PARTNER/DIRECTOR | 1859635 |
| MEATES, HELEN THERESE | CHIEF FINANCIAL OFFICER/DIRECTOR | 2271715 |
| PJT MANAGEMENT LLC | GENERAL PARTNER | |
| TAUBMAN, PAUL JEFFREY | CEO/DIRECTOR | 1567776 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
PJT PARTNERS LP
CRD#: 171058San Francisco, CA 94105TRUST BUT VERIFY
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