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Jonathan Patrick Feeney

CRD# 2942152·Registered 1997 - 2016
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 Patrick Feeney, who also goes by Jonathon Patrick Feeney, was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 1997 - 2016. Jonathan had worked at 7 firms and has passed the Series 63, Series 87 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathon Patrick Feeney

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

29 years in the financial services industry

Current & Past Employments

ATHLOS RESEARCH, LLC·CRD# 171270
RIA
Radnor, PA
May 28, 2014 - June 30, 2016
JANNEY MONTGOMERY SCOTT LLC·CRD# 463
BD
New York, NY
January 5, 2009 - April 11, 2014
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
New York, NY
July 28, 2003 - November 13, 2008
TRUIST SECURITIES, INC.·CRD# 6271
BD
Atlanta, GA
June 24, 2002 - July 1, 2003
CANACCORD GENUITY LLC·CRD# 1020
BD
New York, NY
May 24, 2002 - July 29, 2002
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
July 19, 2000 - May 15, 2002
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
October 29, 1997 - July 18, 2000

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Current Firm

AR
ATHLOS RESEARCH, LLC

ATHLOS RESEARCH, LLC | FEENEY, JONATHAN P

CRD#: 171270

Contact Information

Main Address

Radnor, PA

Documents

Latest Form ADV

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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.
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 63 — Uniform Securities Agent State Law Examination

Passed Oct 1997About the Series 63 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Nov 2004About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Sep 1997About the Series 7 exam

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CRS (Client Relationship Summary)

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

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