Jonathan C. Weibrecht
Professional summary
Jonathan Clune Weibrecht, who also goes by Jonathan Weibrecht, is a registered financial professional currently at AGC PARTNERS located in Boston, Massachusetts.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2007. Jonathan has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Clune Weibrecht's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2020 - Present
AGC PARTNERS
Office #1: 99 High Street Floor 22, Boston, MA 02110August 6, 2018 - April 1, 2020
GROWTH CAPITAL SERVICES, INC.
February 23, 2015 - June 26, 2018
MOELIS & COMPANY LLC
September 25, 2013 - March 6, 2015
CITIGROUP GLOBAL MARKETS INC.
September 22, 2008 - July 6, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 22, 2008 - July 6, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 20, 2007 - October 2, 2008
LEHMAN BROTHERS INC.
September 3, 2007 - October 2, 2008
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/12/2020)
Exams
FINRA
Current Firm
AGC PARTNERS
CRD#: 125958 / SEC#: , 8-65839
Contact information
FINRA licenses (14 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
AGC PARTNERS
CRD#: 125958Boston, MA 02110TRUST BUT VERIFY
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