JX
Jonathan S. Xynidis
XCEL WEALTH MANAGEMENT
Holly Hill, FL 32117
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CRD#: 4174055
JX
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Xynidis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 4, 2011 - Present
XCEL WEALTH MANAGEMENT, LLC
Office #1: 101 2nd Street Suite 402, Holly Hill, FL 32117RIA
CRD#: 158863
Holly Hill, FL
Past
October 3, 2011 - August 16, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Holly Hill, FL
Past
June 30, 2004 - October 4, 2011
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
DAYTONA BEACH, FL
Past
May 28, 2004 - October 4, 2011
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
DAYTONA BEACH, FL
Past
December 10, 2001 - June 17, 2004
WS GRIFFITH SECURITIES, INC.
RIA
CRD#: 10410
DAYTONA BEACH, FL
Past
December 6, 2001 - June 17, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
June 1, 2000 - November 2, 2001
NORTH AMERICAN CLEARING, INC.
BD
CRD#: 39118
LONGWOOD, FL
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 - (8/13/2018 Approved)Florida
Registered Investment Advisory firm - (9/26/2018 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(10/4/2011)
IAR
Texas(10/22/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/19/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
XW
XCEL WEALTH MANAGEMENT, LLC
XCEL WEALTH MANAGEMENT, LLC
CRD#: 158863 / SEC#: 801-113826
RIA
Registered Investment Advisory firm - (8/13/2018 Approved)Florida
Registered Investment Advisory firm - (9/26/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 2nd Street Suite 402, Holly Hill, FL 32117
Mailing Address
Phone number
(386) 872-3440
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 886 |
| AUM (Assets Under Management) | $ 457,587,766 |
Red Flags
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Company Information
XCEL WEALTH MANAGEMENT, LLC
CRD#: 158863Holly Hill, FL 32117TRUST BUT VERIFY
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