Jonathan Wilsusen is a registered investment advisor at Needham & Company, LLC, based in New York, NY, with 14 years of industry experience. Their firm serves 11 clients.
Compensation
Commission-BasedFixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Loading...
Location
250 Park Avenue, 10th Floor, New York, NY, 10177
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Needham & Company, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Needham & Company, LLC
May 2019 - Present · 6 yrs 11 mos
Needham & Company, LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2015 - May 2019 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
June 2015 - May 2019 · 3 yrs 11 mos
Barclays Capital INC.
June 2015 - June 2015 · 0 mos
Barclays Capital INC.Broker
December 2012 - June 2015 · 2 yrs 6 mos
Capital One Investment Services LLCBroker
November 2011 - December 2012 · 1 yr 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.