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Jonathan Berkowitz

SENET CAPITAL MANAGEMENT, LLC·SCOTTSDALE, Arizona
Series 65Clean record5 years registeredSENET CAPITAL MANAGEMENT, LLC
10996 E BUTHERUS DRIVE, SCOTTSDALE, AZ 85255CRD# 7318469Firm CRD# 325527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Berkowitz · SCOTTSDALE, AZ
Registration
CRD #7318469 · SENET CAPITAL MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SENET CAPITAL MANAGEMENT, LLC
LAFFER TENGLER INVESTMENTS, INC.
Mar 2021 – Mar 2023
Scottsdale, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 5, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Jonathan Berkowitz offer?
Jonathan Berkowitz is a registered financial advisor in SCOTTSDALE, Arizona.
What are Jonathan Berkowitz's credentials?
Jonathan Berkowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Berkowitz located?
Jonathan Berkowitz is based in SCOTTSDALE, Arizona, last registered with SENET CAPITAL MANAGEMENT, LLC.
How large is SENET CAPITAL MANAGEMENT, LLC?
SENET CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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David A Jeffress
SCOTTSDALE, AZ

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Nearby cities in Arizona
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