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JG

Jonathan A. Golub

FLI INVESTORS
Jericho, NY 11753-1673
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CRD#: 7717902
JG

Professional summary


Jonathan Andrew Golub is a registered financial professional currently at FLI INVESTORS, LLC located in Jericho, New York.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2024. Jonathan has worked at 1 firm and has passed the Series 14 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jonathan Andrew Golub's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 30, 2024 - Present

FLI INVESTORS, LLC

Office #1: 1 Jericho Plaza - Suite 201, Jericho, NY 11753-1673
BD
CRD#: 17128
Jericho, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 14
Date: 11/30/2024
Compliance Officer Examination
SRO Registrations
RR
FINRA

Current Firm


FI
FLI INVESTORS, LLC
FIRST LONG ISLAND CAPITAL MARKETS, INC. | FLI MANAGEMENT CORP (RELYING ADVISOR) | FLI INVESTORS, LLC (RELYING ADVISOR) | FLI INVESTORS, LLC | FLI FUNDS MANAGEMENT CO., LP (RELYING ADVISOR) | FLI FUNDS MANAGEMENT CO. VI, LP (RELYING ADVISOR) | FLI FUNDS MANAGEMENT CO. V, LP (RELYING ADVISOR) | FLI FUNDS MANAGEMENT CO. III, LP (RELYING ADVISOR) | FLI FUNDS MANAGEMENT CO. II, LP (RELYING ADVISOR) | FIRST LONG ISLAND INVESTORS, LLC | FIRST LONG ISLAND INVESTORS, INC.

CRD#: 17128 / SEC#: , 8-39904

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
1 Jericho Plaza - Suite 201, Jericho, NY 11753-1673
Mailing Address
1 Jericho Plaza - Suite 201, Jericho, NY 11753-1673
Phone number
(516) 935-1200
Established
Delaware since 07/21/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
ROSENTHAL, ROBERT DANIELMEMBER CLASS A - MANAGER, CHAIRMAN & CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER1439033
KUDU INVESTMENT US LLCMEMBER CLASS I
PALLESCHI, RALPH FRANCISMEMBER CLASS A - PRESIDENT AND CHIEF OPERATING OFFICER1439102

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FLI INVESTORS, LLC

CRD#: 17128Jericho, NY 11753-1673

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