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Registered advisor
J••••••• M•••••• V••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Jonathan M Vargo
At current firm
5 y
since Jun 18, 2021
In the industry
17 y
since Sep 2, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Jun 18, 2021 · Kalamazoo, Mi
- O•••• I••••••••• I••• BD affiliatedAug 20, 2020 to Jun 16, 2021 · Portage, Mi
- W•••• F•••••••• M••••••••• L•• independent RIAMay 25, 2016 to Aug 6, 2020 · Kalamazoo, Mi
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedFeb 13, 2015 to May 10, 2016 · St. Petersburg, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 10, 2011 to Feb 10, 2015 · Portage, Mi
- E••••• J•••• national BDSep 8, 2009 to May 3, 2011 · Crestwood, Ky
Moves
a registration end followed by a registration begin elsewhere
- O•••• I••••••••• I••• to E••••• J••••left Jun 16, 2021, registered Jun 18, 2021 (2 days) · Affiliated broker-dealer or bank to another
- W•••• F•••••••• M••••••••• L•• to O•••• I••••••••• I•••left Aug 6, 2020, registered Aug 20, 2020 (14 days) · RIA to affiliated broker-dealer or bank
- T••••••••• F•••••••• A•••••••• L•• to W•••• F•••••••• M••••••••• L••left May 10, 2016, registered May 25, 2016 (15 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T••••••••• F•••••••• A•••••••• L••left Feb 10, 2015, registered Feb 13, 2015 (3 days) · Other
- E••••• J•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 3, 2011, registered May 10, 2011 (7 days) · Affiliated broker-dealer or bank to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address