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Jonah Thomas Mooney

American Fidelity Securities, Inc.

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About Jonah Thomas Mooney

Jonah Thomas Mooney is a financial advisor with over 10 years of experience in the financial services industry. Jonah is registered in Pennsylvania and is currently employed with American Fidelity Securities, Inc. Prior to joining American Fidelity Securities, Inc., Jonah worked with The Huntington Investment Company, Citizens Securities, Inc., Key Investment Services LLC, and PNC Investments. Jonah is a Series 7 and Series 63 licensed professional.

Firm Information

Jonah Mooney is currently registered with American Fidelity Securities, Inc.. American Fidelity Securities, Inc. is a Corporation formed in August 1969 and is approved to operate in 27 states and the District of Columbia. It has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

393

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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Jonah Mooney’s Registration & Firm History

OK

11/07/2023 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

PA

08/08/2018 - 03/27/2023

THE HUNTINGTON INVESTMENT COMPANY (NEW BRIGHTON PA)

PA

04/23/2018 - 08/01/2018

CITIZENS SECURITIES, INC. (BEAVER PA)

PA

06/23/2017 - 04/16/2018

KEY INVESTMENT SERVICES LLC (CRANBERRY TOWNSHIP PA)

PA

09/05/2011 - 04/27/2017

PNC INVESTMENTS (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 05/24/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonah Thomas Mooney.
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