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JG

Jonathan P. Gertler

BACK BAY LIFE SCIENCE ADVISORY
Boston, MA 02116
Some features on this profile are disabled
CRD#: 4439498
JG

Professional summary

Jonathan Paull Gertler, who also goes by Jonathan Paul Gertler, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan Paul Gertler

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Paull Gertler's CRS (Customer Relationship Summary).

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

Current

August 8, 2012 - Present

BACK BAY LIFE SCIENCE ADVISORY, LLC

Office #1: 545 Boylston Street 12th Floor, Boston, MA 02116Office #2: 545 Boylston St, Boston, MA 02116
BD
CRD#: 158846
Boston, MA
Past

June 13, 2007 - April 9, 2010

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA
Past

August 8, 2006 - June 20, 2007

COWEN AND COMPANY

BD
CRD#: 7616
BOSTON, MA
Past

August 23, 2001 - August 9, 2006

CANACCORD GENUITY LLC

BD
CRD#: 1020
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(8/15/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 3/24/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/16/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BB
BACK BAY LIFE SCIENCE ADVISORY, LLC
BACK BAY LIFE SCIENCE ADVISORY, LLC

CRD#: 158846 / SEC#: , 8-68931

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
545 Boylston Street 12th Floor, Boston, MA 02116
Mailing Address
2016 Ocean Street Mail Box 5, Narshfield, MA 02050
Phone number
(617) 367-0099
Established
Massachusetts since 05/31/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BACK BAY LIFE SCIENCE ADVISORS LLCMEMBER
FLYNN, PETER FRANCISCCO, FIN/OP2655124
GERTLER, JONATHAN PAULMANAGER4439498

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

BACK BAY LIFE SCIENCE ADVISORY, LLC

CRD#: 158846Boston, MA 02116

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