JM
Jonathan Man
BITWISE INVESTMENT MANAGER
Pflugerville, TX
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CRD#: 4673010
JM
Professional summary
Jonathan Man is a registered financial advisor currently at BITWISE INVESTMENT MANAGER, LLC located in Pflugerville, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 3 firms and has passed the Series 63, Series 3, SIE 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.
Beginning in March 2024, serve as Partner sitting on investment committee of Pivot Global, a crypto venture syndicate that co-invests in venture opportunities in cryptocurrency, located at 1007 N Orange St. 4th Floor, 2290 Wilmington, DE 19801. Spend approximately 20 hours monthly devoted to Pivot Capitol. Activity does not take place during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Man'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 14, 2025 - Present
BITWISE INVESTMENT MANAGER, LLC
RIA
CRD#: 317943
Pflugerville, TX
Past
August 30, 2024 - August 7, 2025
LIONSOUL GLOBAL ADVISORS
RIA
CRD#: 324883
AUSTIN, TX
Past
November 20, 2003 - June 8, 2020
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
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".
BI
BITWISE INVESTMENT MANAGER, LLC
BITWISE INVESTMENT MANAGER, LLC | BITWISE REGISTERED INVESTMENT ADVISERS, LLC
CRD#: 317943 / SEC#: 801-126704
RIA
Registered Investment Advisory firm - (9/27/2022 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
California(10/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BITWISE INVESTMENT MANAGER, LLC
BITWISE INVESTMENT MANAGER, LLC | BITWISE REGISTERED INVESTMENT ADVISERS, LLC
CRD#: 317943 / SEC#: 801-126704
RIA
Registered Investment Advisory firm - (9/27/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 Montgomery Street Suite 200, San Francisco, CA 94104
Mailing Address
Phone number
(415) 707-3663
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 67,752,562 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| California | ERA - Withdrawn | 9/7/2022 |
| Connecticut | ERA - Withdrawn | 9/7/2022 |
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.
