Jonathan M. Chesshire

CLEARBROOK INVESTMENT SOLUTIONS LLC

Somers Point, NJ

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CRD#: 4695441

Professional summary

Jonathan Moore Chesshire is a registered financial advisor currently at CLEARBROOK INVESTMENT SOLUTIONS LLC located in Somers Point, New Jersey and SINDIA CAPITAL ADVISERS, LLC located in Somers Point, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 4 firms and has passed the Series 65 exam.

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) BUSINESS NAME: EAST COAST RESIDENTIAL SERVICES; INVESTMENT RELATED, NO ADDRESS, SCHWENKSVILLE, PA 19473, BUSINESS NATURE: PROPERTY CARE COMPANY SERVICING OCEAN CITY, POSITION: PRESIDENT, START DATE: 06/2004, TIME SPENT PER MONTH: 5 HOURS ON WEEKENDS; 2) BUSINESS NAME: ECRS HOLDINGS,INVESTMENT RELATED, NO ADDRESS, OCEAN CITY NJ 08226, BUSINESS NATURE: NON-OPERATING LLC SET UP TO PURCHASE A HOME TITLE; POSITION: PARTNER, START DATE: 1/2008, TIME SPENT PER MONTH: 0 HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Moore Chesshire'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

October 9, 2024 - Present

CLEARBROOK INVESTMENT SOLUTIONS LLC

RIA

CRD#: 155607

Somers Point, NJ

Current

February 12, 2025 - Present

SINDIA CAPITAL ADVISERS, LLC

Office #1: 741 1st Street, Somers Point, NJ 08244

RIA

CRD#: 333325

SOMERS POINT, NJ

Past

March 18, 2010 - September 4, 2018

CBF ADVISORS, LLC

RIA

CRD#: 134079

NEW YORK, NY

Past

October 14, 2003 - December 12, 2003

BNY ADVISORS

RIA

CRD#: 106108

MALVERN, PA

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".

SINDIA CAPITAL ADVISERS, LLC

CRD#: 333325 / SEC#: 801-131627

RIA

Registered Investment Advisory firm - (12/16/2024 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

New Jersey
(10/9/2024)

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

IAR

Series 65

Date: 3/17/2010

Uniform Investment Adviser Law Examination

Current Firm

SINDIA CAPITAL ADVISERS, LLC

CRD#: 333325 / SEC#: 801-131627

RIA

Registered Investment Advisory firm - (12/16/2024 Approved)

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Contact information

Main Address

741 1st Street, Somers Point, NJ 08244

Mailing Address

Phone number

(484) 908-9118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/14/2025)

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 419,113,268

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.

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Jonathan M. Chesshire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Moore Chesshire's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARBROOK INVESTMENT SOLUTIONS LLC

SINDIA CAPITAL ADVISERS, LLC

CBF ADVISORS, LLC

BNY ADVISORS

Primary Firm SEC Registration

SINDIA CAPITAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2010

Current Firm

SINDIA CAPITAL ADVISERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SINDIA CAPITAL ADVISERS, LLC

TRUST BUT VERIFY

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