Jonathan I Khalavsky
Investment adviser representative at Prospera Financial Services, Inc.
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$14.4BFirm assets
Are you Jonathan I Khalavsky? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Prospera Financial Services, Inc.Feb 2024 to now
- Tfs Securities, Inc.Mar 2012 to Feb 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Prospera Financial Services, Inc.
$14.4BAssets managed
18,584Clients
269Advisers
20 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
- 5285296
- Firm CRD
- 10740