Jonathan J. Hirtle

HIRTLE, CALLAGHAN & CO.

WEST CONSHOHOCKEN, PA 19428-2998

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CRD#: 1076063

Professional summary

Jonathan Jacob Hirtle is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in West Conshohocken, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 2, Series 15, Series 7 and Series 5 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Jacob Hirtle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 12, 1991 - Present

HIRTLE, CALLAGHAN & CO., LLC

Office #1: Five Tower Bridge, Suite 500 300 Barr Harbor Drive, West Conshohocken, PA 19428-2998

RIA

CRD#: 105403

WEST CONSHOHOCKEN, PA

Past

June 1, 1989 - December 31, 1994

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

Past

November 24, 1982 - July 14, 1988

GOLDMAN SACHS & CO. LLC

CRD#: 361

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HIRTLE, CALLAGHAN & CO., LLC

HIRTLE CALLAGHAN & CO INC | HIRTLE, CALLAGHAN & CO., LLC | HIRTLE CALLAGHAN & CO., LLC

CRD#: 105403 / SEC#: 801-32688

RIA

Registered Investment Advisory firm - (8/19/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/20/2000)

IAR

Pennsylvania
(3/12/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/1989

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/27/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 2

Date: 5/16/1995

Non-Member General Securities Examination

General Industry/Product Exam

Series 15

Date: 5/8/1985

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 11/20/1982

General Securities Representative Examination

General Industry/Product Exam

Series 5

Date: 10/5/1982

Interest Rate Options Examination

Current Firm

HIRTLE, CALLAGHAN & CO., LLC

HIRTLE CALLAGHAN & CO INC | HIRTLE, CALLAGHAN & CO., LLC | HIRTLE CALLAGHAN & CO., LLC

CRD#: 105403 / SEC#: 801-32688

RIA

Registered Investment Advisory firm - (8/19/1988 Approved)

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Contact information

Main Address

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998

Mailing Address

Phone number

(610) 828-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 HIRTLE CALLAGHAN & CO., LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,746
AUM (Assets Under Management)	$ 20,992,384,760

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2024	Cover Page	Report
10/25/2023	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jonathan J. Hirtle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Jacob Hirtle's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEI INVESTMENTS DISTRIBUTION CO.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

HIRTLE, CALLAGHAN & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/1989

Series 63

Date: 12/21/1982

Series 3

Date: 8/27/2013

Series 2

Date: 5/16/1995

Series 15

Date: 5/8/1985

Series 7

Date: 11/20/1982

Series 5

Date: 10/5/1982

Current Firm

HIRTLE, CALLAGHAN & CO., LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HIRTLE, CALLAGHAN & CO., LLC

TRUST BUT VERIFY

Contact information

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