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JX

Jonathan Scott Xynidis

XCEL WEALTH MANAGEMENT

HOLLY HILL, FL

·CRD# 4174055·26 years experience

Professional Summary

Jonathan Scott Xynidis is a registered financial advisor currently at XCEL WEALTH MANAGEMENT, LLC located in Holly Hill, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jonathan has worked at 5 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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.

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

26 years in the financial services industry

Current & Past Employments

XCEL WEALTH MANAGEMENT, LLC·CRD# 158863

RIA

101 2nd Street Suite 402, Holly Hill, FL 32117

October 4, 2011 - Present

PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747

BD

Holly Hill, FL

October 3, 2011 - August 16, 2019

M HOLDINGS SECURITIES, INC.·CRD# 43285

RIA

Daytona Beach, FL

June 30, 2004 - October 4, 2011

M HOLDINGS SECURITIES, INC.·CRD# 43285

BD

Daytona Beach, FL

May 28, 2004 - October 4, 2011

WS GRIFFITH SECURITIES, INC.·CRD# 10410

RIA

Daytona Beach, FL

December 10, 2001 - June 17, 2004

WS GRIFFITH SECURITIES, INC.·CRD# 10410

BD

Hartford, CT

December 6, 2001 - June 17, 2004

NORTH AMERICAN CLEARING, INC.·CRD# 39118

BD

Longwood, FL

June 1, 2000 - November 2, 2001

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Current Firm

XW

XCEL WEALTH MANAGEMENT, LLC

XCEL WEALTH MANAGEMENT, LLC

CRD#: 158863 / SEC#: 801-113826

RIA

Registered Investment Advisory firm - SEC (8/13/2018 Approved)

Florida

Registered Investment Advisory firm - Florida (9/26/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

101 2nd Street Suite 402, Holly Hill, FL 32117

Phone Number

(386) 872-3440

# of Employees

4

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/19/2026)

Regulatory Assets Under Management

Total Number of Accounts

844

AUM (Assets Under Management)

$497,928,235

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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.

1. NJX LLC OWN INVESTMENT CONDO, CONDO IS RENTED A COUPLE MONTHS OF THE YEAR. MEMBER OF LLC, NO DUTIES, CONDO RENTAL. 2. PACIFIC LIFE, JOHN HANCOCK, BERKSHIRE, PHOENIX LIFE, OHIO. INVESTMENT RELATED. PO BOX 9000 NEW PORT BEACH CA 92658; PO BOX 55444 BOSTON MA 02205; 24 N. STREET, PITTSFIELD MA 01201, PO BOX 8027 BOSTON MA 02266, 1 FINANCIAL WAY CINCINNATI OH 45242, INSURANCE AND ANNUITY SALES, AGENT, START DATE 10/01, 5 HOURS MONTH,ADMINISTER INFORCE BUSINESS, LONGTERM CASE, DISABILITY INSURANCE ALSO FIXED ANNUITIES. 3. N JCX, LLC- Not Investment Related-2411 S. Palmetto Avenue, South Daytona, Florida 32119- Rental property/real estate, holding company for my income-Manager-11/5/2014-Approximately 12 hours per year- Manage personal livelihood 4. Scottsmoor Duckhunters Association, LLC-Not Investment Related- 521 Halifax Avenue, Daytona Beach, Florida 32118- Hunting camp/property, holding company to share expenses for maintenance- Manager-10/3/2013- Approximately 5 hours per year-Manage property 5. Cudjoe Key Enterprises, LLC- Not Investment Related- 3290 West State Road 46, Sanford, Florida 32771- Holding company for vacation home in the Keys- Manager- 9/3/2013- Approximately 6 hours per year- Manage property 6. HOLLY HILL MARKET LLC; NOT INVESTMENT RELATED; 101 2ND STREET HOLLY HILL, FL 32117; COMMERCIAL BUILDING; MANAGING MEMBER; 07/2017; 2 HOURS/MONTH; 0 DURING TRADING HOURS; PURCHASING COMMERCIAL PROPERTY THAT OFFICE IS CURRENTLY IN. 7. Stele Fair County Georgia, LLC-Not investment related-949 Beville Rd., S. Daytona, FL 32119-Holding Corp for hunting property-Authorized member-6/5/2019-0 hrs/mth-0 during trading hrs-Recreation 8. Scraping By, LLC - Not Investment Related - 5001 NW 67th Street, Gainesville, Florida 32653 - Rental property/apartment complex - Manager - 3/2021 - 0 hrs/mth - No duties or responsibilities.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

XW

XCEL WEALTH MANAGEMENT, LLC

XCEL WEALTH MANAGEMENT, LLC

CRD#: 158863 / SEC#: 801-113826

RIA

Registered Investment Advisory firm - SEC (8/13/2018 Approved)

Florida

Registered Investment Advisory firm - Florida (9/26/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Texas
(10/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your 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 Jan 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jun 2000

Series 7 — General Securities Representative Examination

Passed May 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Scott Xynidis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JX

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