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Jon David Dandrea

Fnex Capital, LLC

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About Jon David Dandrea

Jon Dandrea is a financial professional with over 14 years of experience in the industry. Jon is currently registered with Fnex Capital, LLC and holds a Series 7, Series 63, Series 79TO and SIE license. Jon has previously worked for INDEPENDENT INVESTMENT BANKERS, CORP. and WESTLAKE SECURITIES.

Firm Information

Jon Dandrea is currently registered with Fnex Capital, LLC. Fnex Capital, LLC is a Limited Liability Company formed in June 2012. It is registered in all 50 states and the District of Columbia and has received SEC registration approval.

Not reported

Assets Under Management

Not reported

Total Clients

87

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jon Dandrea’s Registration & Firm History

TX

01/05/2021 - Present

Fnex Capital, LLC (Austin TX)

TX

09/18/2017 - 12/23/2020

INDEPENDENT INVESTMENT BANKERS, CORP. (Austin TX)

TX

12/04/2008 - 09/26/2017

WESTLAKE SECURITIES (AUSTIN TX)

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Licenses & Designations

BC

Issued 12/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon David Dandrea.
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