JONATHAN A OAKES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2022-01-25 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-06-17 | 2022-01-27 | — |
| LECONTE WEALTH MANAGEMENT, LLC | 2013-08-12 | 2014-05-15 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2009-01-16 | 2013-09-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-04-09 | 2009-01-06 | — |
| LANDOAK SECURITIES, LLC | 2004-10-26 | 2005-12-12 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2004-02-27 | 2004-11-02 | — |