Jonathan
Estes
Pgim Investments LLC
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About this Advisor
Jonathan Estes is a financial advisor operating out of Columbus, Ohio with 1 year of relevant experience. Estes works at Pgim Investments LLC. During their career, the advisor has held roles at Gold Bullion International, Gbi Capital, Inc, State Street Global Markets, LLC, State Street Global Advisors, Guggenheim Funds Distributors LLC, Pgim Investments, LLC and Prudential Investment Management Services LLC. Estes has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Pgim Investments LLC is a financial advisory business based out of Newark, NJ. It has $312 billion in assets under management among its 180 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Pgim Investments LLC provides a number of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice largely are based on which services the firm provides the client. Fees billed by Pgim Investments LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pgim Investments LLC Brokerage Details
$311,778,009,814
509
180
$1,732,100,055
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Estes Work History
Jonathan has been registered as a financial advisor for 1 years.*
Pgim Investments, LLC
Prudential Investment Management Services LLC
Guggenheim Funds Distributors LLC
State Street Global Markets, LLC
State Street Global Advisors
Gbi Capital, Inc
Gold Bullion International
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Estes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pgim Investments LLC
Newark, NJ
Stamford, CT
Deerfield Beach, FL
Newark, NJ
Atlanta, GA
Newark, NJ
Newark, NJ
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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