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JA

Jonathan Michael Acquafredda

MERIDIAN EQUITY PARTNERS
NEW YORK, NY
·CRD# 2502343·31 years experience

Professional Summary

Jonathan Michael Acquafredda, who also goes by Jon Michael Acquafredda, is a registered financial advisor currently at MERIDIAN EQUITY PARTNERS, INC. located in New York, New York. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 5 firms and has passed the Series 63, Series 19, Series 79TO, Series 99TO, SIE, Series 7, Series 25, Series 3, Series 10 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jon Michael Acquafredda

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

MERIDIAN EQUITY PARTNERS, INC.·CRD# 133849
BD
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
May 20, 2005 - Present
DRIVEWEALTH INSTITUTIONAL LLC·CRD# 33038
BD
New York, NY
May 22, 2001 - May 23, 2005
FARINA & ASSOCIATES, INC.·CRD# 32830
BD
New York, NY
October 1, 2000 - May 24, 2001
SANTANDER INVESTMENT SECURITIES INC.·CRD# 37216
BD
New York, NY
May 5, 1998 - October 28, 1998
NOMURA SECURITIES INTERNATIONAL, INC.·CRD# 4297
BD
New York, NY
November 29, 1995 - July 9, 1997

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Current Firm

ME
MERIDIAN EQUITY PARTNERS, INC.

MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849 / SEC#: 8-66784
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038

Mailing Address

C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038

Phone Number

(212) 742-8472

Established

New York since 11/26/2004

Firm Type

Corporation

Fiscal Year End

March

Firm Size

Small

FINRA licenses (8 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ACQUAFREDDA, JONATHAN MICHAELSECRETARY/DIR2502343
CORPINA, JONATHAN DOUGLASCEO/PRESIDENT/TREAS/DIR2575529
LYTLE, COLUMB PATRICKVP/DIR/CFO/COO/CCO/PFO/POO2810260

Disclosures

Regulatory Event

2

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(7/25/2013)
RR
New York
(9/12/2006)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1995About the Series 63 exam

Series 19 — NYSE Floor Clerk - Equities Examination

Passed Nov 2025

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2000About the Series 7 exam

Series 25 — NYSE Trading Assistant Examination

Passed Apr 1999

Series 3 — National Commodity Futures Examination

Passed Jan 1997About the Series 3 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Aug 2006About the Series 24 exam
FINRA
SRO Registrations
NYSE American LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jonathan Michael Acquafredda's CRS (Customer Relationship Summary).

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