Jonathan Cook Rees

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Jonathan Cook Rees

    FRN 991071

    • (1)Employed By (since 8 Feb 2023)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 6 Feb 2020)
    • CF30 Customer (since 7 Jan 2020)
  • DWJ Wealth Management Ltd (no longer approved here)

    FRN 630640

    • (3)Employed By (7 Jan 2020 to 6 Mar 2023)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Manager of certification employee (7 Mar 2016 to 23 Jul 2019)
    • CF21 Investment Adviser (10 Apr 2002 to 19 Sep 2003)

Recent activity

Updates to this individual's record on the FCA register.

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