Jonathan Chubak
Financial Advisor at LPL Financial
- Role
- Financial Advisor at LPL Financial
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jonathan Chubak
I have been a financial advisor since 2005 working closely with my clients to prudently manage their wealth through some of the most volatile and turbulent markets. I am firmly committed to understanding my clients\' unique needs, and helping each client design the right portfolio allocation strategy based on his or her financial objectives. Moreover, I\'m committed to counseling my clients across all of their financial needs, helping them understand the nuances of the markets, and providing objective and well-informed advice, when needed.From wealth management to retirement solutions, our insight and sophisticated financial strategies can help you work towards making your investment goals a reality. No matter how complex your investing situation is, we can help.Advisory Services Provided: Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting. Portfolio management including: Stocks, Bonds, Options, Mutual Funds, Separately managed accounts (SMA\'s), Exchange Traded Funds, Structured products and more.
Experience
Financial Advisor
Mar 2024 — Present · New York, NY, US
Jonathan Chubak is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Baruch College
Master of Business Administration - MBA
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