Jonathan David Fiorello
Professional Summary
Jonathan David Fiorello, who also goes by Jon Fiorello, is a registered financial advisor currently at UTILITY CAPITAL PARTNERS, LLC located in Chattanooga, Tennessee. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1998. Jonathan has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Fiorello
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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.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
EXCELERATION CAPITAL LLC | UTILITY CAPITAL PARTNERS, LLC
Contact Information
Main Address
503 Young Avenue, Chattanooga, TN 37405Mailing Address
503 Young Avenue, Chattanooga, TN 37405Phone Number
(423) 468-7620Established
Colorado since 03/06/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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OSAIC WEALTH, INC.
State Registrations and Notice Filings
(10/3/2025)
(9/22/2025)
(10/3/2025)
(8/27/2025)
(6/9/2025)
(10/3/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2025About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Fiorello's CRS (Customer Relationship Summary).
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