Jonathan S. Edelman

NONESUCH ADVISORS

New York, NY

Some features on this profile are disabled

CRD#: 4255719

Professional summary

Jonathan S Edelman is a registered financial advisor currently at NONESUCH ADVISORS located in New York, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jonathan has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 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.

Inflection Vintners, LLC dba Foolhardy Vintners. Non investment related (winery).1102 Dell Ave, Walla Walla WA 99362. Inflection is a winery producing and selling wines. Mr. Edelman is Co-Managing Partner of the LLC. Duties include production oversight, sales and finance. There is no relationship between Inflection Vintners and Nonesuch Advisors. On an annual basis time spent averages 20 hours a week. Some weeks near zero, others full time. These activities can and are often during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan S Edelman'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®

None

Experience

Current

August 13, 2021 - Present

NONESUCH ADVISORS

RIA

CRD#: 169247

New York, NY

Past

June 21, 2001 - May 8, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

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

Connecticut
(1/29/2024)

IAR

New York
(8/13/2021)

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

State Security Law Exam

Series 63

Date: 9/26/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/2005

General Securities Principal Examination

Current Firm

NONESUCH ADVISORS

NONESUCH ADVISORS | NONESUCH ADVISORS, LLC

CRD#: 169247 / SEC#:

Connecticut

Registered Investment Advisory firm - (1/29/2024 Approved)

New York

Registered Investment Advisory firm - (11/26/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Kent, CT

Mailing Address

Po Box 388, Kent, CT 06757

Phone number

(917) 533-6275

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan S. Edelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan S Edelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NONESUCH ADVISORS

J.P. MORGAN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/26/2003

Series 7

Date: 3/19/2001

Series 24

Date: 7/1/2005

Current Firm

NONESUCH ADVISORS

Contact information

Documents

Red Flags

Company Information

NONESUCH ADVISORS

TRUST BUT VERIFY

Similar Advisors