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JF

Jonathan P. Feeney

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CRD#: 2942152
JF

Professional summary


Being a previously registered professional could mean that this person 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.

Jonathan Patrick Feeney, who also goes by Jonathon Patrick Feeney, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1997. Jonathan had worked at 7 firms and has passed the Series 63, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jonathon Patrick Feeney

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)


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

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


Past

May 28, 2014 - June 30, 2016

ATHLOS RESEARCH, LLC

RIA
CRD#: 171270
RADNOR, PA
Past

January 5, 2009 - April 11, 2014

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
NEW YORK, NY
Past

July 28, 2003 - November 13, 2008

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

June 24, 2002 - July 1, 2003

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

May 24, 2002 - July 29, 2002

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

July 19, 2000 - May 15, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

October 29, 1997 - July 18, 2000

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/1/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AR
ATHLOS RESEARCH, LLC
ATHLOS RESEARCH, LLC | FEENEY, JONATHAN P

CRD#: 171270 / SEC#:

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Contact information


Main Address
Radnor, PA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ATHLOS RESEARCH, LLC

CRD#: 171270

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