Jonathan Chou

188 East Bergen Place Suite 202, Red Bank, NJ 07701 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-08-14

Branch Locations

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

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Parsippany	NJ	12/2019	01/2021
Danske Bank	Copenhagen		03/2018	10/2019
Hsbc Bank	New York	NY	09/2015	06/2017
Unemployed	Copenhagen		06/2017	03/2018
Goldman Sachs & Co., Llc	New York	NY	01/2021	04/2023
Goldman Sachs Ayco Personal Financial Management	Parsippany	NJ	09/2020	04/2023
Shorehaven Wealth Partners, Llc	Red Bank,	NJ	08/2026	Present
Rsm Us Llp	New York	NY	03/2023	05/2024
Cbiz	Morristown New Jersey	NJ	07/2024	04/2025
Prosperity Partners Llc	New York	NY	07/2025	04/2026
Unemployed	Bridgewater	NJ	05/2026	07/2026

12/2019 → 01/2021

The Ayco Company, L.P./Mercer Allied

Parsippany, NJ
03/2018 → 10/2019

Danske Bank

Copenhagen
09/2015 → 06/2017

Hsbc Bank

New York, NY
06/2017 → 03/2018

Unemployed

Copenhagen
01/2021 → 04/2023

Goldman Sachs & Co., Llc

New York, NY
09/2020 → 04/2023

Goldman Sachs Ayco Personal Financial Management

Parsippany, NJ
08/2026 → Present

Shorehaven Wealth Partners, Llc

Red Bank,, NJ
03/2023 → 05/2024

Rsm Us Llp

New York, NY
07/2024 → 04/2025

Cbiz

Morristown New Jersey, NJ
07/2025 → 04/2026

Prosperity Partners Llc

New York, NY
05/2026 → 07/2026

Unemployed

Bridgewater, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-21

Other Firms