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JJ

Jorge A. Jonas

PMA SECURITIES
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 2635333
JJ

Professional summary

Jorge Anthony Jonas, who also goes by Jorge A Jonas, is a registered financial professional currently at PMA SECURITIES, LLC located in Naperville, Illinois.

Jorge is registered as a RR (Registered Representative) and started their career in finance in 1997. Jorge has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jorge A Jonas

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) - BD

Click below to view Jorge Anthony Jonas's 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

October 22, 2024 - Present

PMA SECURITIES, LLC

Office #1: 2135 Citygate Lane 7th Floor, Naperville, IL 60563
BD
CRD#: 30397
NAPERVILLE, IL
Past

June 1, 2012 - December 15, 2015

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

March 4, 2010 - June 1, 2012

CHAPDELAINE TULLETT PREBON, LLC

BD
CRD#: 7017
NEW YORK, NY
Past

October 5, 2004 - January 25, 2005

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY
Past

March 17, 2003 - May 17, 2004

BARINGS SECURITIES LLC

BD
CRD#: 36929
CHARLOTTE, NC
Past

December 15, 1999 - February 6, 2001

H. G. WELLINGTON & CO., INC.

BD
CRD#: 7536
NEW YORK, NY
Past

June 17, 1997 - July 30, 1999

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(3/5/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/10/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/4/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/3/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PMA SECURITIES, LLC
ENGLISH CONCEPTS, INC. | PMA SECURITIES, LLC | PMA SECURITIES, INC.

CRD#: 30397 / SEC#: , 8-44905

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563
Mailing Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563
Phone number
(630) 657-6400
Established
Illinois since 03/26/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PMA ACQUISITION, LLCMEMBER
DAVIS, JAMES O'NEILLCHIEF EXECUTIVE OFFICER2660454
MARTENS, JONATHAN RAYFINANCIAL AND OPERATIONS PRINCIPAL4593466
RAGUS, LORI ANNGENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/SECRETARY5754738

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.

Company Information

PMA SECURITIES, LLC

CRD#: 30397Naperville, IL 60563

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