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Jonathan Andrew Lantz

Dealerweb Inc.

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About Jonathan Andrew Lantz

Jonathan Andrew Lantz is a securities professional registered with Dealerweb Inc. in New Jersey. Jonathan has been in the industry since April 2021 and holds the Series 63, Series 7TO, and SIE licenses. Previously, Jonathan was employed at EXECUTION ACCESS, LLC in New York.

Firm Information

Jonathan Lantz is currently registered with Dealerweb Inc.. Dealerweb Inc. is a corporation formed on December 12, 1975. The firm is registered in California, Florida, New Jersey, and New York and is also registered with the SEC. The firm has been involved in 7 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

102

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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Jonathan Lantz’s Registration & Firm History

NJ

11/25/2022 - Present

Dealerweb Inc. (Jersey City NJ)

NY

04/12/2021 - 11/28/2022

EXECUTION ACCESS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Andrew Lantz.
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