AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JC

Jonathan A Collins

CPWA®
CRD# 2436469·Registered 1994 - 2026
Previously Registered: Being a previously registered professional could mean that Jonathan is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jonathan A Collins, CPWA®, who also goes by Jack Collins, Jonathan Andrew Collins, was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 1994 - 2026. Jonathan had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Collins, Jonathan Andrew Collins

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CPWA®
Certified Private Wealth Advisor

Years of Experience

32 years in the financial services industry

Current & Past Employments

ZEUS FINANCIAL, LLC·CRD# 18192
BD
Boca Raton, FL
September 17, 2024 - February 27, 2026
MORGAN STANLEY·CRD# 149777
RIA
Hunt Valley, MD
February 18, 2022 - September 24, 2024
MORGAN STANLEY·CRD# 149777
BD
Hunt Valley, MD
February 18, 2022 - September 24, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Columbia, MD
July 17, 2013 - February 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Columbia, MD
May 1, 2013 - February 22, 2022
FHN FINANCIAL SECURITIES CORP.·CRD# 46346
BD
Memphis, TN
January 24, 2003 - February 20, 2007
COUNTRYWIDE SECURITIES CORPORATION·CRD# 10598
BD
Calabasas, CA
September 8, 1999 - December 11, 2002
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
June 7, 1999 - July 16, 1999
DB ALEX. BROWN LLC·CRD# 17790
BD
Baltimore, MD
July 24, 1998 - June 7, 1999
LEGG MASON WOOD WALKER, INCORPORATED·CRD# 6555
BD
Baltimore, MD
October 25, 1994 - March 20, 1998

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

ZF
ZEUS FINANCIAL, LLC

TRANS-CAP SECURITIES, INC | ZEUSFINANCIALLLC.COM | ZEUSBD.COM | ZEUS SECURITIES, INC. | ZEUS SECURITIES, INC | ZEUS FINANCIAL, LLC

CRD#: 18192 / SEC#: 8-36214
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Mailing Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Phone Number

(561) 708-0700

Established

Florida since 03/17/1986

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (30 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BUTKEVITS, LETICIA VERAMEMBER6717105
ORCHID BAY FINANCIAL HOLDINGS, LLCMEMBER—
ACHILLE, RALPHCCO5875142
BUTKEVITS, VINCENT WILLIAM IIICEO1818987
KUMAR, PARDEEPMANAGING DIRECTOR5214503
SHUMBERG, IVANA MARCELLAFINOP/PFO3167225
TROUSDALE, LAUREN NICOLEFINOP/POO5622407

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

*490392 - Collins Capital Investors Trust, LLC; Investment related No; miami beach, Florida; Investment/Finance/Banking; Officer, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2012; During business hours: 2; After business hours: 3; Investment Decisions/Advice *493586 - Trust; Investment related Yes; Miami Beach, Florida; 07/2017; During business hours: 5; After business hours: 0 Name: CCIT II Investment related: Y Miami Beach, FL LLC Position: Trustee Start: 4/11/2019 hours: 1 hour(s) Monthly Duties: CCIT II is a family trust Collins Capital Inv. Trust II LP Investment related: Y Address: Miami Beach, FL Nature: Limited Partnership Position: Limited Partner Start: 1/16/2013 hours: 10 hour(s) Annually hours during trading: 10 Duties: Collins Family Trust. George J Collins is the General Partner and I am a limited partner 33%. 2 annual meetings to discuss investments. Account is held and managed at Merrill Lynch MLPA. *490128 : Trust; Investment related : Yes; Miami beach; Florida; Trust; Trustee/Co-Trustee; 11/2012; During business hours: 4; After business hours: 0; Investment Decisions/Advice

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2013About the Series 7 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Oct 1998

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
JC
Follow Jonathan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required