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Registered advisor
J•••••• B••••
Feed of 09/14/2026
Also filed as Jonathan J•••••• B••••
At current firm
0 y
since Oct 9, 2025
In the industry
12 y
since Jul 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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
- S•••••••• A••••••• L•• national BD currentsince Oct 9, 2025 · West Hollywood, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDApr 15, 2025 to Apr 29, 2025 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to S•••••••• A••••••• L••left Apr 29, 2025, registered Oct 9, 2025 (163 days) · Affiliated broker-dealer or bank to another
Signals
- J•••••• B•••• left A••••••••• F•••••••• S•••••••• L•• for S•••••••• A••••••• L•• (registered 2025-10-09)Apr 29, 2025 · 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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address