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 William Brant
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jonathan William Brant
At current firm
0 y
since Dec 9, 2025
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Bayntree Wealth Advisors, LLC independent RIA currentsince Dec 9, 2025 · Scottsdale, Az
- Cetera Investment Advisers LLC BD affiliatedJun 29, 2023 to Dec 4, 2025 · Queen Creek, Az
- Cetera Advisor Networks LLC formerAug 26, 2022 to Jun 29, 2023 · Pendleton, Sc
- Pruco Securities, LLC no RAUMDec 15, 2017 to Sep 9, 2022 · North Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Bayntree Wealth Advisors, LLCleft Dec 4, 2025, registered Dec 9, 2025 (5 days) · Affiliated broker-dealer or bank to independent RIA
- Cetera Advisor Networks LLC to Cetera Investment Advisers LLCleft Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- Pruco Securities, LLC to Cetera Advisor Networks LLCleft Sep 9, 2022, registered Aug 26, 2022 (-14 days) · Affiliated broker-dealer or bank to another
Signals
- Jonathan William Brant left Cetera Investment Advisers Llc for Bayntree Wealth Advisors, Llc (registered 2025-12-09)Dec 4, 2025 · Advisor changed firm · fact
- Jonathan William Brant left Pruco Securities, Llc for Cetera Advisor Networks Llc (registered 2022-08-26)Sep 9, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address