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Jonathan Ryan Montanus

Jonestrading

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About Jonathan Ryan Montanus

Jonathan Ryan Montanus is a financial advisor with Jonestrading. He is based in Stamford, Connecticut and has been in the industry since July 6, 2000. Jonathan has passed the Series 65 and 63 exams and is licensed to sell securities in eight states. He has held licenses with several firms, including Ladenburg Thalmann & Co. Inc. and Revere Securities Corp. He holds the Series 7, 31, 55, 57TO and SIE licenses.

Firm Information

Jonathan Montanus is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

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 Montanus’s Registration & Firm History

CT

01/30/2018 - Present

Jonestrading (Stamford CT)

NY

09/25/2013 - 01/23/2018

LADENBURG THALMANN & CO. INC. (New York NY)

NY

10/02/2012 - 09/19/2013

REVERE SECURITIES CORP. (NEW YORK NY)

NJ

05/27/2011 - 04/13/2012

RODMAN & RENSHAW, LLC (TINTON FALLS NJ)

NJ

03/17/2009 - 05/27/2011

HUDSON SECURITIES,INC. (TINTON FALLS NJ)

NY

10/09/2007 - 03/10/2009

SCHONFELD SECURITIES, LLC (NEW YORK NY)

NY

05/19/2005 - 09/27/2007

SARATOGA CAPITAL MARKETS (NEW YORK NY)

NY

03/15/2005 - 04/04/2005

BROKERAGEAMERICA, LLC (NEW YORK NY)

NY

02/12/2003 - 03/18/2005

U.S. TRADING CORP. (NEW YORK NY)

NY

11/02/1998 - 04/18/2001

CENTENNIAL VENTURES, LTD. (NEW YORK NY)

NY

02/13/1997 - 12/03/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/22/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 02/12/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Ryan Montanus.
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