Jonathan Shen is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with SAX WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAX WEALTH ADVISORS, LLC | 2023-05-09 | present | Yes |
| PRIVATE PORTFOLIO PARTNERS, LLC | 2022-04-11 | 2023-04-14 | — |