Jonathan S. Vyorst

ASHBAY CAPITAL

New York,, NY 10007

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CRD#: 1747741

Professional summary

Jonathan S Vyorst is a registered financial advisor currently at ASHBAY CAPITAL, LLC located in New York,, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jonathan has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 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 S Vyorst'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

January 31, 2014 - Present

ASHBAY CAPITAL, LLC

Office #1: 7 World Trade Center 250 Greenwich St. 46th Fl., New York,, NY, 10007

RIA

CRD#: 168788

New York,, NY

Past

April 16, 2007 - January 2, 2014

C. L. KING & ASSOCIATES, INC.

CRD#: 6183

NEW YORK, NY

Past

July 31, 2001 - January 17, 2006

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEW YORK, NY

Past

October 5, 1998 - January 3, 2001

FIRST MANHATTAN SECURITIES LLC

CRD#: 1845

NEW YORK, NY

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".

ASHBAY CAPITAL, LLC

CRD#: 168788 / SEC#: 801-78732

RIA

Registered Investment Advisory firm - (10/29/2013 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

Maine
(8/27/2025)

IAR

New York
(5/6/2021)

IAR

Texas
(1/31/2014)

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: 6/1/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/22/1998

General Securities Representative Examination

Current Firm

ASHBAY CAPITAL, LLC

CRD#: 168788 / SEC#: 801-78732

RIA

Registered Investment Advisory firm - (10/29/2013 Approved)

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Contact information

Main Address

7 World Trade Center 250 Greenwich St. 46th Fl., New York,, NY, 10007

Mailing Address

Phone number

(212) 266-0038

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B - VYORST (1/15/2025)

DISCLOSURE BROCHURE (1/15/2025)

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 121,552,268

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.

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Jonathan S. Vyorst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan S Vyorst's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASHBAY CAPITAL, LLC

C. L. KING & ASSOCIATES, INC.

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

FIRST MANHATTAN SECURITIES LLC

Primary Firm SEC Registration

ASHBAY CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2010

Series 63

Date: 6/30/1999

Series 7

Date: 9/22/1998

Current Firm

ASHBAY CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASHBAY CAPITAL, LLC

TRUST BUT VERIFY

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