Jonathan Matthew Satovsky

Current Employers

Employment History

• 07/2007 → Present
  Satovsky Asset Management
  New York, NY
• 04/2009 → Present
  Purshe Kaplan Sterling
  Albany, NY

Previous Registrations

• 2006-10-06 → 2006-10-18
  Ameriprise Financial Services, Llc
  New York, NY
  Rye Brook, NY
  New York, NY

Other Businesses

1) Satovsky Asset Management. Investment related. At registered location. RIA. Financial Advisor. Start date: 07/2007. 160 hrs/month; all during trading hours. Provide advice to clients. 2) FIXED INSURANCE. INVESTMENT RELATED. AT REGISTERED LOCATION. NEW YORK, NY 10016. FIXED INSURANCE. SELF. 2007. 1 HRS/MO. FIXED INSURANCE THROUGH VARIOUS CARRIERS 3) PKS FINANCIAL SERVICES, INVESTMENT RELATED. 80 STATE ST, ALBANY, NY 12207. 4/15/2009-PRESENT, AGENT, FIXED INSURANCE SALE 4) Book Sales - "Your Rich Life"; investment related; At registered location; Book Sales; Owner/Author; 11/2019; 15 hours a month, 10 trading hours a month; Monitoring book sales on Amazon, Posting about book on Satovsky Asset Management Website and other social media websites such as LinkedIn and Facebook, Conducting Interviews, recording podcasts, etc. 5)Wings for Widows. Investment Related. 290 Peavey Road, Wayzata MN 55391. Pro-bono financial coaching. Start 11/2021. 0 hours per month during trading. Providing pro-bno financial advice to widows. Volunteer for non-profit organization, activity involves no distribution of Satovsky Asset Management's branded sales literature or sale of any product or service. 6) Podcast Business; Not Investment Related; Podcast/Social Media; 2/7/2023; 40 hrs/mo; 0 hrs during trading; Serves as the host/talent recording with guests on Zoom video. Also provides industry insights, hypotheses and knowledge for the podcasts, where applicable. Provides ongoing feedback and support to podcast producer/marketing contact (podcast sherpa).

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-18
• S63 Uniform Securities Agent State Law Examination
  1994-01-13

Designations