DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan B Erwin
Feed of 09/14/2026
Also filed as Jonathan Blair Erwin
At current firm
3 y
since Apr 13, 2023
In the industry
15 y
since Nov 1, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Brookstone Wealth Advisors, LLC no RAUM currentsince Apr 13, 2023 · Mauldin, Sc
- Simplicity Wealth mixed wealthMar 10, 2020 to Apr 18, 2023 · Mauldin, Sc
- Onedigital institutionalFeb 22, 2019 to Feb 25, 2020 · Greenville, Sc
- MML Investors Services, LLC BD affiliatedMar 16, 2018 to Dec 31, 2018 · Greer, Sc
- Park Avenue Securities LLC BD affiliatedMar 13, 2017 to Aug 18, 2017 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Simplicity Wealth to Brookstone Wealth Advisors, LLCleft Apr 18, 2023, registered Apr 13, 2023 (-5 days) · Other
- Onedigital to Simplicity Wealthleft Feb 25, 2020, registered Mar 10, 2020 (14 days) · Other
- MML Investors Services, LLC to Onedigitalleft Dec 31, 2018, registered Feb 22, 2019 (53 days) · Other
- Park Avenue Securities LLC to MML Investors Services, LLCleft Aug 18, 2017, registered Mar 16, 2018 (210 days) · Other
Signals
- Jonathan B Erwin left Simplicity Wealth for Brookstone Wealth Advisors, Llc (registered 2023-04-13)Apr 18, 2023 · Advisor changed firm · fact
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
- No RAUM reportedderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address