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Jonathan S
Series 66
Philadelphia, PA
Oppenheimer
Jonathan Susser is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. He has previously worked at Huntington Securities, Janney Montgomery Scott, Valley National Investments, Credit Agricole, Glenmede Investment Management, BlackRock, and held academic positions at the University of Virginia and Drexel University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs and services, including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, utilizing strategies such as asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income portfolios.
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