Jonathan D. Webb

PATHWAY FINANCIAL SOLUTIONS

SALINA, KS 67401

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CRD#: 2306209

Professional summary

Jonathan Dale Webb, who also goes by John D. Webb, is a registered financial advisor currently at PATHWAY FINANCIAL SOLUTIONS, INC. located in Salina, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John D. Webb

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 Dale Webb'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

March 13, 2026 - Present

PATHWAY FINANCIAL SOLUTIONS, INC.

Office #1: 120 S Santa Fe, Salina, KS 67401

RIA

CRD#: 340594

SALINA, KS

Current

March 13, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 120 S Santa Fe, Salina, KS 67401

CRD#: 35747

ALBANY, NY

Past

January 3, 2011 - March 13, 2026

OFG FINANCIAL SERVICES, INC.

RIA

CRD#: 23940

SALINA, KS

Past

January 5, 1993 - March 13, 2026

OFG FINANCIAL SERVICES, INC.

CRD#: 23940

SALINA, KS

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.

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

Arizona
(3/13/2026)

California
(3/13/2026)

Colorado
(3/13/2026)

Florida
(3/13/2026)

Illinois
(3/13/2026)

Iowa
(3/13/2026)

Kansas
(3/13/2026)

IAR

Kansas
(3/13/2026)

Missouri
(3/13/2026)

Nebraska
(3/13/2026)

New York
(3/13/2026)

Ohio
(3/13/2026)

Oklahoma
(3/13/2026)

South Dakota
(3/13/2026)

Texas
(3/13/2026)

IAR

Texas
(3/13/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/15/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/29/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PATHWAY FINANCIAL SOLUTIONS, INC.

CRD#: 340594 / SEC#: 801-135400

RIA

Registered Investment Advisory firm - (3/9/2026 120-Day Approval)

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Contact information

Main Address

Salina, KS

Mailing Address

Phone number

(785) 820-8161

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PATHWAY FINANCIAL SOLUTIONS (1/26/2026)

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jonathan D. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dale Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OFG FINANCIAL SERVICES, INC.

OFG FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2010

Series 63

Date: 1/15/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2001

Series 6

Date: 12/29/1992

FINRA

Current Firm

PATHWAY FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

PATHWAY FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

Contact information

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