Jonathan P. Stenzler
Professional summary
Jonathan Paul Stenzler is a registered financial professional currently at WOLFE RESEARCH SECURITIES located in San Francisco, California.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2001. Jonathan has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Paul Stenzler's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2017 - Present
WOLFE RESEARCH SECURITIES
Office #1: 1 Embarcadero Center Ste 1330, San Francisco, CA 94111Office #2: 110 N Wacker Dr, Ste 25099, Chicago, IL 60606December 21, 2015 - June 28, 2017
EVERCORE GROUP L.L.C.
June 8, 2010 - December 31, 2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC
June 1, 2009 - March 22, 2010
MORGAN STANLEY
June 1, 2009 - March 22, 2010
MORGAN STANLEY
May 29, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
May 17, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
February 5, 2001 - June 8, 2001
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
FINRA
Current Firm
WOLFE RESEARCH SECURITIES
CRD#: 151850 / SEC#: , 8-68406
Contact information
FINRA licenses (48 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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