Jonathan Paull Gertler
Professional Summary
Jonathan Paull Gertler, who also goes by Jonathan Paul Gertler, is a registered financial advisor currently at BACK BAY LIFE SCIENCE ADVISORY, LLC located in Boston, Massachusetts. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2001. Jonathan has worked at 4 firms and has passed the Series 63, Series 99TO, Series 62, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Paul Gertler
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
BACK BAY LIFE SCIENCE ADVISORY, LLC
Contact Information
Main Address
545 Boylston Street 12th Floor, Boston, MA 02116Mailing Address
2016 Ocean Street Mail Box 5, Narshfield, MA 02050Phone Number
(617) 367-0099Established
Massachusetts since 05/31/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
(8/15/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Paull Gertler's CRS (Customer Relationship Summary).
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