Jonathan Y. Lulu
Professional summary
Jonathan Yehuda Lulu, who also goes by Jonathan Y. Lulu, is a registered financial professional currently at ALLEGRO SECURITIES LLC located in San Antonio, Texas.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2002. Jonathan has worked at 6 firms and has passed the Series 63, SIE, Series 7TO, Series 3, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Yehuda Lulu's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2025 - Present
ALLEGRO SECURITIES LLC
Office #1: 231 Sharon Drive, San Antonio, TX 78216March 10, 2023 - July 1, 2025
PANTHEON SECURITIES, LLC
February 28, 2007 - January 27, 2010
PRESIDIO PARTNERS LLC
July 12, 2005 - February 6, 2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
July 21, 2003 - January 9, 2004
SC-R&M CAPITAL MARKETS INCORPORATED
March 15, 2002 - July 21, 2003
M3 INVESTMENT GROUP 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
(10/17/2025)
Exams
Series 7TO
Date: 3/4/2023
General Securities Representative ExaminationFINRA
Current Firm
ALLEGRO SECURITIES LLC
CRD#: 139514 / SEC#: , 8-67218
Contact information
FINRA licenses (18 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BOYTINCK, THOMAS CARL ARNOLD | CEO, CFO, COO, FINOP, CCO MANAGING DIRECTOR | 4754503 |
Red Flags
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