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Jonathan Alan Silberman

PARTNERS FINANCE
Houston, TX
·CRD# 1457569·40 years experience

Professional Summary

Jonathan Alan Silberman, who also goes by Jon Alan Silberman, Jon Silberman, is a registered financial advisor currently at PARTNERS FINANCE located in Houston, Texas. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1986. Jonathan has worked at 2 firms and has passed the Series 63, Series 82TO, SIE, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jon Alan Silberman, Jon Silberman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

PARTNERS FINANCE·CRD# 315067
BD
5847 San Felipe St Suite 1400, Houston, TX 77057
October 21, 2022 - Present
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
February 6, 1986 - June 13, 1986

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Current Firm

PF
PARTNERS FINANCE

PARTNERS FINANCE | PCR FINANCE GROUP, LLC | PARTNERS FINANCE GROUP

CRD#: 315067 / SEC#: 8-70762
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

5847 San Felipe St Suite 1400, Houston, TX 77057

Mailing Address

5847 San Felipe St Suite 1400, Houston, TX 77057

Phone Number

(713) 985-4620

Established

Texas since 05/25/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (24 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PCR REAL ESTATE HOLDING COMPANY, LLCMEMBER—
GEORGE, THOMAS KEITHFINOP5378303
SILBERMAN, JONATHAN ALANELECTED MANAGER, EXECUTIVE REP., CHIEF COMPLIANCE OFFICER1457569

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1986About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jun 2022About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2021About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1986About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 2022About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jonathan Alan Silberman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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