Jonathan S. Seif
Professional summary
Jonathan Shaffer Seif, who also goes by Jon Seif, Jon Sief, Sief, is a registered financial advisor currently at THE PROFOLIO GROUP, LLC located in Flushing, New York.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Shaffer Seif's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2021 - Present
THE PROFOLIO GROUP, LLC
May 2, 2014 - January 31, 2018
STRATEGIC ADVISERS LLC
December 19, 2012 - January 26, 2018
FIDELITY BROKERAGE SERVICES LLC
January 3, 2012 - December 3, 2012
CALDWELL INTERNATIONAL SECURITIES
August 17, 2010 - December 22, 2011
WINDSOR STREET CAPITAL, LP
April 23, 2010 - August 16, 2010
GARDEN STATE SECURITIES, INC.
May 11, 2009 - March 3, 2010
E1 ASSET MANAGEMENT, INC.
December 2, 2008 - March 31, 2009
WINDSOR STREET CAPITAL, LP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/10/2021)
Exams
Current Firm
THE PROFOLIO GROUP, LLC
CRD#: 296790 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 6,734,597 |
Red Flags
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