This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAX WEALTH ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

May 25, 2017

First registration

Apr 11, 2022

Dual registered

no

Other names

JONATHAN SHEN|Jonathan J Shen|JONATHAN JERMIN SHEN

IAPD individual key

6361793

• Occurred

  Apr 14, 2023
  Advisor changed firm

  Jonathan Shen left Private Portfolio Partners, Llc for Sax Wealth Advisors, Llc (registered 2023-05-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:577ab89f-31e3-312a-d93b-4c1e17a21f0e

First observed

Apr 11, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.