Jonathan Edward Storr

Last updated
2 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 10 Feb 2014)
    • CF30 Customer (since 9 Jan 2014)
    • CF21 Investment Adviser (2 Mar 2005 to 13 Oct 2005)
    • CF22 Investment Adviser (Trainee) (9 Jun 2004 to 2 Mar 2005)
    • CF7 Sole Trader (AR) (9 Jun 2004 to 13 Oct 2005)
  • Jonathan Storr Financial Services Ltd

    FRN 612750

    • (1)Employed By (since 9 Jan 2014)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (24 Apr 2009 to 31 Mar 2014)
  • Liberty Partnership Limited (no longer approved here)

    FRN 472792

    • CF21 Investment Adviser
    • CF30 Customer (22 Nov 2007 to 1 May 2009)
  • Jonathan Storr (no longer approved here)

    FRN 401129

    • (1)Employed By (9 Jun 2004 to 13 Oct 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 10 May 2004)

Recent activity

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

No changes recorded yet.