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Jonathan Bennett Shapero

Maxim Financial Advisors LLC

New York, NY

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Current Employers
Maxim Financial Advisors Llc

300 Park Ave 16Th Fl, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-19
  • NY RA
    APPROVED
    Since 2021-07-19

Branch Locations

300 Park Ave 16Th Fl, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Pittsburgh Pittsburgh PA 08/2013 12/2017
Maxim Group Llc New York NY 09/2019 05/2021
Bny Mellon Pittsburgh PA 01/2018 07/2019
Edward Jones Bayside NY 05/2017 08/2017
Maxim Group Llc Ft Lauderdale FL 05/2021 Present
Maxim Financial Advisors New York NY 07/2021 Present
  • 08/2013 → 12/2017
    University Of Pittsburgh
    Pittsburgh, PA
  • 09/2019 → 05/2021
    Maxim Group Llc
    New York, NY
  • 01/2018 → 07/2019
    Bny Mellon
    Pittsburgh, PA
  • 05/2017 → 08/2017
    Edward Jones
    Bayside, NY
  • 05/2021 → Present
    Maxim Group Llc
    Ft Lauderdale, FL
  • 07/2021 → Present
    Maxim Financial Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-17
  • S66 Uniform Combined State Law Examination
    2020-09-17

View on SEC IAPD

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