AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JW

Jonathon Webster

TRUSTMONT ADVISORY GROUP
INDIO, CA
Some features on this profile are disabled
CRD#: 1286778
JW
Jonathon WebsterTRUSTMONT ADVISORY GROUP

Professional summary

Jonathon Webster was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jonathon Webster, who also goes by Jon Webster, Jonathon Mark Webster, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Indio, California.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jonathon has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jon Webster | Jonathon Mark Webster

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 Jonathon Webster'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

July 1, 2026 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
INDIO, CA
Past

March 19, 2024 - January 21, 2026

AEGIS CAPITAL CORP.

RIA
CRD#: 15007
Indio, CA
Past

December 6, 2019 - February 15, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
CARLSBAD, CA
Past

December 6, 2019 - February 15, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
CARLSBAD, CA
Past

October 26, 2007 - December 11, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RANCHO SANTA FE, CA
Past

October 26, 2007 - December 11, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RANCHO SANTA FE, CA
Past

August 30, 2002 - November 8, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN DIEGO, CA
Past

August 30, 2002 - November 8, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN DIEGO, CA
Past

July 8, 1997 - September 6, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SAN DIEGO, CA
Past

October 15, 1993 - September 6, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 27, 1990 - October 25, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 11, 1988 - May 16, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 18, 1985 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 20, 1984 - October 7, 1985

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

November 21, 1984 - December 27, 1984

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774

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".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 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
California
(7/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/26/1985
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/1984
General Securities Representative Examination

Current Firm

TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)
Loading...

Contact information

Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,387
AUM (Assets Under Management)$ 1,126,006,619

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.

Company Information

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015Indio, CA

TRUST BUT VERIFY

Monitor Jonathon Webster

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.