Jonathan J. Taylor
Professional summary
Jonathan Joseph Taylor, who also goes by Jonathan Joseph Taylor, Jonathan Taylor, is a registered financial professional currently at STONEHAVEN, LLC located in New York, New York.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2008. Jonathan has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Joseph Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2025 - Present
STONEHAVEN, LLC
Office #1: 600 Fifth Avenue Second Floor, New York, NY 10020June 25, 2021 - February 29, 2024
FINALIS SECURITIES LLC
October 27, 2009 - December 31, 2010
HEXAGON CAPITAL ALLIANCE LLC
January 7, 2009 - August 11, 2009
HARRIS WILLIAMS
August 5, 2008 - October 14, 2008
CAPSTONE PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/20/2025)
Exams
Series 79TO
Date: 6/25/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
STONEHAVEN, LLC
CRD#: 118913 / SEC#: , 8-53699
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 1 |
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