JONATHAN DANIEL WAKIN is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with PRINCIPAL SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 2026-01-14 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2021-10-14 | 2026-01-20 | — |
| PARK AVENUE SECURITIES LLC | 2019-12-03 | 2021-03-16 | — |
| EDWARD D. JONES & CO., L.P. | 2017-07-14 | 2019-10-02 | — |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 2015-10-03 | 2017-04-03 | — |