Jonathan Andrew Self
Professional Summary
Jonathan Andrew Self is a registered financial advisor currently at HEIGHT CAPITAL MARKETS located in Washington, District Of Columbia and BROOKWOOD ASSOCIATES, L.L.C. located in Atlanta, Georgia. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2002. Jonathan has worked at 35 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 62, SIE, Series 7, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
FIFTH WALL SECURITIES, LP
Contact Information
Main Address
3455 Peachtree Road Ne Suite 500, Atlanta, GA 30326Mailing Address
3455 Peachtree Road Ne Suite 500, Atlanta, GA 30326Phone Number
(404) 596-5393Established
Delaware since 11/07/2018Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIFTH WALL SECURITIES MANAGEMENT LLC | LIMITED PARTNER | — |
| FIFTH WALL ADVISORY PARTNERS GP | GENERAL PARTNER | — |
| SELF, JONATHAN ANDREW | INTERIM CEO/CFO/FINOP/CCO/AMLCO | 4497531 |
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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
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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 Jan 2023About the Series 79TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Andrew Self's CRS (Customer Relationship Summary).
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