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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Jonathan Ewanio

Advisor at SAXONY CAPITAL MANAGEMENT, LLC

Saint Charles, MO | SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8bac0404-c9ed-3249-72ec-6c4aa53d0a26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 23, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAXONY CAPITAL MANAGEMENT, 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: Aug 21, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 21, 2012
First registration: Aug 23, 2012
Dual registered: yes, broker-dealer
Other names: JONATHAN M EWANIO
IAPD individual key: 6076736

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAXONY CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 4, 2026	n/a	yes	SAINT LOUIS, MO\|Saint Charles, MO	Current employment
MBM WEALTH CONSULTANTS, LLC	Independent wealth	Jun 10, 2025	Jun 9, 2026	no	CHESTERFIELD, MO	Previous registration
SAXONY CAPITAL MANAGEMENT, LLC	Independent wealth	Mar 12, 2018	May 29, 2025	no	SAINT LOUIS, MO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jun 8, 2017	Mar 9, 2018	no	SAINT LOUIS, MO	Previous registration
EDWARD JONES	National bd RIA	Aug 23, 2012	Mar 18, 2014	no	Maryland Heights, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MBM WEALTH CONSULTANTS, LLC	SAXONY CAPITAL MANAGEMENT, LLC	Jun 9, 2026	Aug 4, 2026	56	Firm change	RIA to RIA
SAXONY CAPITAL MANAGEMENT, LLC	MBM WEALTH CONSULTANTS, LLC	May 29, 2025	Jun 10, 2025	12	Firm change	RIA to RIA
SCOTTRADE INVESTMENT MANAGEMENT	SAXONY CAPITAL MANAGEMENT, LLC	Mar 9, 2018	Mar 12, 2018	3	Firm change	Ibd to RIA
EDWARD JONES	SCOTTRADE INVESTMENT MANAGEMENT	Mar 18, 2014	Jun 8, 2017	1,178	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169988:122692:MO:2018-03-09	Mar 9, 2018	Mar 12, 2018	SAINT LOUIS, MO	Firm change

Relationships

Registered with (4)

→ SAXONY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 12, 2018 to May 29, 2025factForm ADV
→ MBM WEALTH CONSULTANTS, LLCRegistered adviserregistration: previous registration
Jun 10, 2025 to Jun 9, 2026factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jun 8, 2017 to Mar 9, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 23, 2012 to Mar 18, 2014factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Jonathan Ewanio left Mbm Wealth Consultants, Llc for Saxony Capital Management, Llc (registered 2026-08-04)
Form ADVobserved 5 days ago
Occurred
May 29, 2025
Advisor changed firm
Jonathan Ewanio left Saxony Capital Management, Llc for Mbm Wealth Consultants, Llc (registered 2025-06-10)
Form ADVobserved 5 days ago