AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JF

Jonathan F. Finn

VANTAGE CONSULTING GROUP
VIRGINIA BEACH , VA 23451
Some features on this profile are disabled
CRD#: 4526986
JF

Professional summary

Jonathan Frederick Finn is a registered financial advisor currently at VANTAGE CONSULTING GROUP INC located in Virginia Beach , Virginia.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jonathan has worked at 1 firm .

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frederick Finn's CRS (Customer Relationship Summary).
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

January 21, 2000 - Present

VANTAGE CONSULTING GROUP INC

Office #1: 3500 Pacific Avenue, Virginia Beach , VA 23451
RIA
CRD#: 105240
VIRGINIA BEACH , VA

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".
VC
VANTAGE CONSULTING GROUP INC
BV PARTNERS LLC (RELYING ADVISER) | VANTAGE CONSULTING GROUP INC. | VANTAGE CONSULTING GROUP INC | VANTAGE CONSUKTING GROURP INC | PACIFIC MANAGEMENT LLC (RELYING ADVISER) | NEW VENTURES SELECT PARTNERS, LLC (RELYING ADVISER) | NEW VENTURES III MANAGER LLC (RELYING ADVISER)

CRD#: 105240 / SEC#: 801-27432

RIA
Registered Investment Advisory firm - (7/17/1986 Approved)

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
Virginia
(1/21/2000)

Exams

Current Firm

VC
VANTAGE CONSULTING GROUP INC
BV PARTNERS LLC (RELYING ADVISER) | VANTAGE CONSULTING GROUP INC. | VANTAGE CONSULTING GROUP INC | VANTAGE CONSUKTING GROURP INC | PACIFIC MANAGEMENT LLC (RELYING ADVISER) | NEW VENTURES SELECT PARTNERS, LLC (RELYING ADVISER) | NEW VENTURES III MANAGER LLC (RELYING ADVISER)

CRD#: 105240 / SEC#: 801-27432

RIA
Registered Investment Advisory firm - (7/17/1986 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
3500 Pacific Ave, Virginia Beach, VA 23451
Mailing Address
Phone number
(757) 491-2998
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANTAGE CONSULTING GROUP INC. (3/31/2025)

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 230,836,376

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.

Company Information

VANTAGE CONSULTING GROUP INC

CRD#: 105240Virginia Beach , VA 23451

TRUST BUT VERIFY

Monitor Jonathan Finn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

CH
Cory HenschelAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Manitowoc, WI
Eric Anthony Dupre
Eric DupreAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
MR
Matthew RubinAdvisorCheck Check Mark
LODESTAR SECURITIES CORP.
PR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics