Jonathan B. Fisk
Professional summary
Jonathan Blair Fisk, who also goes by Jonathan B Fisk, is a registered financial advisor currently at INTEGRITY DYNAMIC INVESTMENTS LLC located in Leesburg, Georgia.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jonathan has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Blair Fisk's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2019 - Present
INTEGRITY DYNAMIC INVESTMENTS LLC
February 17, 2014 - December 31, 2018
INTEGRITY DYNAMIC INVESTMENTS LLC
October 26, 2009 - January 2, 2014
TRUIST INVESTMENT SERVICES, INC.
October 26, 2009 - January 2, 2014
TRUIST INVESTMENT SERVICES, INC.
January 23, 2006 - July 20, 2007
CHARLES SCHWAB & CO., INC.
January 23, 2006 - July 20, 2007
CHARLES SCHWAB & CO., INC.
July 8, 1997 - January 11, 2006
CITIGROUP GLOBAL MARKETS INC.
March 7, 1994 - January 11, 2006
CITIGROUP GLOBAL MARKETS INC.
September 24, 1993 - January 13, 1994
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2019)
Exams
Current Firm
INTEGRITY DYNAMIC INVESTMENTS LLC
CRD#: 170410 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 3,999,000 |
Red Flags
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