Jonathan M. Fritzinger
Professional summary
Jonathan Martin Fritzinger is a registered financial advisor currently at WESTERN LEVEL ADVISORS LLC located in Reno, Nevada.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jonathan has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Martin Fritzinger's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 3, 2022 - Present
WESTERN LEVEL ADVISORS LLC
June 1, 2006 - February 21, 2007
OLD MUTUAL INVESTMENT PARTNERS
October 3, 2003 - November 4, 2005
FORESIDE FUNDS DISTRIBUTORS LLC
October 4, 2001 - July 21, 2003
QUASAR DISTRIBUTORS, LLC
July 28, 1999 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
September 16, 1998 - July 23, 1999
BNY MELLON SECURITIES CORPORATION
September 1, 1997 - February 9, 1998
PEREGRINE BROKERAGE INC.
March 14, 1997 - August 18, 1997
WELLS FARGO SECURITIES INC.
August 27, 1996 - February 11, 1997
NEUBERGER BERMAN MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/5/2025)
(11/3/2022)
Exams
Current Firm
WESTERN LEVEL ADVISORS LLC
CRD#: 323014 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 11,996,603 |
Red Flags
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