JC
Jonathan Carter
from City National Rochdale
Jonathan Carter is a financial advisor based in New York, New York,
with 14 years of experience. Jonathan currently works for
City National Rochdale.
Jonathan maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jonathan Carter works at City National Rochdale
City National Rochdale is a financial advisory firm based in New York, New York. It currently has approximately $60,048,700,513 of assets under management and employs about 220 people. City National Rochdale uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
400 Park Avenue, 10th Floor, New York, New York, 10022
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