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Current Employers
Sterling Capital Management Llc

4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-25
  • PA RA
    APPROVED
    Since 2025-07-25

Branch Locations

150 S. Warner Road Suite 201, King Of Prussia, PA 19406 • 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
Portin Hoffmann Financial Group Horsham PA 01/2015 08/2019
Janney Montgomery Scott, Llc Philadelphia PA 08/2019 04/2022
Oppenheimer & Co. Inc. New York NY 04/2022 Present
  • 01/2015 → 08/2019
    Portin Hoffmann Financial Group
    Horsham, PA
  • 08/2019 → 04/2022
    Janney Montgomery Scott, Llc
    Philadelphia, PA
  • 04/2022 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-02-05
  • S63 Uniform Securities Agent State Law Examination
    2020-02-05
Designations
Other Names
  • Jonathan David Jenkins

View on SEC IAPD

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