Jonathan H Spiegel
Investment adviser representative at Clarivor
11 yearsExperience
3 statesRegistered in
CFADesignation
$4.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- ClarivorJun 2018 to now
- Deutsche Bank Securities Inc.Aug 2015 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Clarivor
Legal name: Clarivor LLC
$4.4MAssets managed
0Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5020700
- Firm CRD
- 309994