Jonathan C. Gatlin
Professional summary
Jonathan Christian Gatlin, who also goes by Jonathan Christian Gatlin, Jonathan C Gatlin, is a registered financial professional currently at LAZARD FRERES & CO. LLC located in Houston, Texas.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Christian Gatlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 24, 2026 - Present
LAZARD FRERES & CO. LLC
Office #1: 600 Travis Street, Suite 3300 Jp Morgan Chase Tower, Houston, TX 77002October 4, 2022 - December 15, 2025
INTREPID PARTNERS, LLC
August 11, 2021 - September 8, 2022
CITIGROUP GLOBAL MARKETS INC.
June 16, 2017 - May 30, 2018
UBS SECURITIES LLC
April 6, 2017 - June 2, 2017
JEFFERIES LLC
August 22, 2015 - March 8, 2017
UBS SECURITIES 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
(5/24/2026)
Exams
Series 79TO
Date: 8/10/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
LAZARD FRERES & CO. LLC
CRD#: 2528 / SEC#: , 8-2595
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 14 |
| Civil Event | 2 |
Red Flags
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