Jonathan Michael Susser
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Oppenheimer & Co. Inc.Sep 2026 to now
- Huntington Securities, Inc.Jan 2026 to Sep 2026
- Janney Montgomery Scott LLCJan 2024 to Dec 2025
- Valley National Investments IncApr 2022 to Dec 2023
- UnemployedOct 2021 to Apr 2022
- Credit Agricole Corporate and Investment BankJul 2021 to Oct 2021
- Credit Agricole Securities (USA) Inc.Jul 2021 to Oct 2021
- University of VirginiaMay 2019 to May 2021
- Glenmede Investment Management LPSep 2018 to Mar 2019
- Blackrock IncSep 2017 to Mar 2018
- Drexel UniversitySep 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 7419012
- Firm CRD
- 249