Jonathan B. Muench

SCS

Bellevue, WA 98004

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CRD#: 2345704

Professional summary

Jonathan Burns Muench, AIF®, who also goes by Jon Muench, is a registered financial advisor currently at SCS located in Bellevue, Washington and LPL FINANCIAL LLC located in Bellevue, Washington.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jonathan has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Muench

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.

1 - 01/2025 - SCS - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 -12/2024 - Personal Rental Property - Real Estate Rental - Inv Related - 2 Hours/Month - WA 98166 - OBA Start Date: 03/01/2020. 3) 01/23/2025 - SCS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/02/2025 - 160 Hrs/Mth - 6.5 Hrs During Trading. I provide investment advisory services to SCS, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/23/2025 - SCS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/02/2025 - 160 Hrs/Mth - 6.5 Hrs During Trading.I provide investment advisory services to SCS, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Burns Muench'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 22, 2025 - Present

SCS

Office #1: 10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004

RIA

CRD#: 310849

Bellevue, WA

Current

January 6, 2025 - Present

LPL FINANCIAL LLC

Office #1: 10900 Ne 8th St.15th Fl #1550, Bellevue, WA 98004

RIA

CRD#: 6413

Bellevue, WA

Past

August 23, 2024 - January 8, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Seattle, WA

Past

July 16, 2020 - January 9, 2025

ALERA INVESTMENT ADVISORS, LLC

RIA

CRD#: 287906

Seattle, WA

Past

July 1, 2020 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Seattle, WA

Past

February 11, 2009 - July 1, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SEATTLE, WA

Past

March 19, 2008 - July 1, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

April 17, 2003 - March 24, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

SEATTLE, WA

Past

October 25, 1996 - December 2, 2002

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

July 11, 1996 - October 3, 1996

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

July 23, 1994 - November 21, 1994

ADMINISTRATIVE SYSTEMS, INC.

CRD#: 13812

SEATTLE, WA

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".

SCS

BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764

RIA

Registered Investment Advisory firm - (11/9/2020 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.

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

California
(1/6/2025)

Iowa
(1/9/2025)

New York
(1/19/2025)

Oregon
(1/6/2025)

Washington
(1/6/2025)

IAR

Washington
(1/22/2025)

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: 2/10/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/24/1994

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: 7/21/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/22/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SCS

BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

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Contact information

Main Address

10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004

Mailing Address

Phone number

(425) 452-1222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCS ADV PART 2A (3/25/2025)

SCS WRAP BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,472
AUM (Assets Under Management)	$ 1,637,626,061

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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Advisor Monitoring

Firm Stability Insights

Jonathan B. Muench

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Burns Muench's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

ALERA INVESTMENT ADVISORS, LLC

TRIAD ADVISORS LLC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

SENTRA SECURITIES CORPORATION

ADMINISTRATIVE SYSTEMS, INC.

Primary Firm SEC Registration

SCS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2009

Series 63

Date: 6/24/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/21/1998

Series 6

Date: 6/22/1994

FINRA

Current Firm

SCS

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCS

TRUST BUT VERIFY

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