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Jonathan Shaffer Seif

The Profolio Group, LLC

Flushing, NY

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Current Employers
The Profolio Group, Llc

Flushing, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-10
  • NY RA
    APPROVED
    Since 2021-11-10

Branch Locations

Flushing, NY • 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
Fidelity Brokerage Services Llc New York NY 12/2012 01/2018
Betterment Holdings, Inc New York NY 01/2018 12/2018
The Profolio Group, Llc Flushing NY 03/2018 Present
  • 12/2012 → 01/2018
    Fidelity Brokerage Services Llc
    New York, NY
  • 01/2018 → 12/2018
    Betterment Holdings, Inc
    New York, NY
  • 03/2018 → Present
    The Profolio Group, Llc
    Flushing, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-01
S63 Uniform Securities Agent State Law Examination 2009-02-18
  • S65 Uniform Investment Adviser Law Examination
    2012-06-01
  • S63 Uniform Securities Agent State Law Examination
    2009-02-18
Other Names
  • Sief
  • Jon Sief
  • Jon Seif

View on SEC IAPD

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