Jonathan Shenkman

Current Employers

Employment History

• 05/2012 → 05/2022
  Oppenheimer & Co. Inc.
  New York, NY
• 05/2022 → Present
  Kestra Investment Services, Llc
  Woodbury, NY
• 05/2022 → Present
  Kestra Advisory Services
  Woodbury, NY

Previous Registrations

• 2014-09-08 → 2022-05-06
  Oppenheimer & Co. Inc.
  New York, NY
• 2007-12-03 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ

Other Businesses

Bus Name: SHENKMAN WEALTH MANAGEMENT POSITION: Principal, President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2022 ADDRESS: 7600 Jericho Turnpike, Suite 302, Woodbury NY 11797 DESCRIPTION: Owner and President Bus Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2022 ADDRESS: 5707 Southwest BLVD, Bldg 2 Ste 400, Austin TX 78735 DESCRIPTION: RIA Bus Name: PARKBRIDGE WEALTH MANAGEMENT POSITION: President, Chief Investment Officer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2023 ADDRESS: 7600 Jericho Turnpike, Suite 302, Woodbury NY 11797 DESCRIPTION: Owner and President Bus Name: FORBES CONTRIBUTOR POSITION: contributor NATURE: Writing for forbes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 583 Colonade Road, West Hempstead NY 11552, United States DESCRIPTION: write occasional articles about financial planning for forbes.com

Exams

• S66 Uniform Combined State Law Examination
  2007-11-28

Other Names

• Jonathan Shenkman
• Jonathan I Shenkman