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Jonathan A. Silberman

PARTNERS FINANCE
HOUSTON, TX 77057
Some features on this profile are disabled
CRD#: 1457569
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Professional summary


Jonathan Alan Silberman, who also goes by Jon Alan Silberman, Jon Silberman, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jon Alan Silberman | Jon Silberman

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) - BD


Click below to view Jonathan Alan Silberman'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

October 21, 2022 - Present

PARTNERS FINANCE

Office #1: 5847 San Felipe St Suite 1400, Houston, TX 77057
BD
CRD#: 315067
HOUSTON, TX
Past

February 6, 1986 - June 13, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Louisiana
(12/19/2024)
RR
Maryland
(4/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 6/22/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PCR REAL ESTATE HOLDING COMPANY, LLCMEMBER
CHILES, BRETT MOFFATTCHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR4128909
FAXON, REYHEENA MARIAFINOP4219599
SILBERMAN, JONATHAN ALANELECTED MANAGER, EXECUTIVE REP.1457569

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


PARTNERS FINANCE

CRD#: 315067Houston, TX 77057

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