Jonathan I Khalavsky

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 02/2024
  Tfs Securities, Inc.
  Lincroft, NJ
• 02/2024 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2012-03-14 → 2024-03-12
  World Investments, Llc
  Bayonne, NJ
• 2008-10-13 → 2012-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

1) Endurance Wealth Partners; Investment Related - Yes; 1185 Avenue of Americas, 3rd Floor, New York, NY 10036; DBA; 03/2024; 160 Hours Per Month; 130 Hours During Trading Hours, Partners DBA 2) Health Insurance; Investment Related - No; 42 Radcliff Road, Staten Island, NY 10305; Solicitor; Agent; 1 Hour Per Month; 0 During Trading Hours; Working with business owners to provide health insurance options.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-09

Designations

• Certified Financial Planner

Other Names

• Jonathan Ilya Khalavsky
• Ilya Jonathan Khalavsky
• Ilya J Khalavsky