Jon A. Nixon

JON A NIXON CPA PC

Bethpage, NY

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CRD#: 4710715

Professional summary

Jon Alan Nixon, who also goes by Jon Nixon, is a registered financial advisor currently at JON A NIXON CPA PC located in Bethpage, New York and CREATIS CAPITAL LLC located in Cape Elizabeth, Maine.

Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jon has worked at 30 firms and has passed the Series 65, SIE, Series 99TO and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Nixon

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.

JON A. NIXON CPA PC - NON INVESTMENT RELATED/ACCOUNTING FIRM LOCATED AT 1 KEATS COURT, BETHPAGE, NY 11714 - OWNER/CPA - START DATE IS 4/1992 - PART-TIME - 1 HR - NOT WORKING DURING TRADING HOURS - ACCOUNTING FIRM. GOLDCREST CONSULTING SERVICES, LLC - NON INVESTMENT RELATED/CONSULTING FIRM. LOCATED AT 1 KEATS COURT, BETHPAGE, NY 11714 - OWNER/FINOP - START DATE IS 11/2016 - HOURS SPENT ARE ON AN AS NEEDED BASIS. INTERNATIONAL ORGANIZATION TAX ASSOCIATES INC - NON-INVESTMENT RELATED/TAX PREPARATION FIRM LOCATED AT 1 KEATS COURT, BETHPAGE, NY 11714 - START DATE 2/1/2018. HOURS SPENT ARE PART-TIME/ON AN AS NEEDED BASIS. I'M THE FINANCIAL OPERATIONS PRINCIPAL FOR MULTIPLE FINRA MEMBER FIRMS AND FROM TIME TO TIME, I MAY BECOME ENGAGED BY ANOTHER MEMBER FIRM OR MAY LEAVE AN ENGAGEMENT. AS SUCH, THIS NOTICE ON MY FORM U-4 WILL FULFILL MY REPORTING OBLIGATIONS UNDER RULE 3270 AND THAT THE FIRM HAS ACCESS TO AND WILL BE NOTIFIED VIA THE FINRA CRD SYSTEM ANYTIME MY LICENSED IS PROCESSED BY ANOTHER FIRM OR ANYTIME THAT A U-5 IS ISSUED FOR ME FROM ANOTHER FIRM. ADDITIONALLY, THE FIRM ACKNOWLEDGES THAT IT HAS MADE THE CONSIDERATIONS UNDER 3270 THAT A CUSTOMER OF THE FIRM WOULD NOT BE CONFUSED BY MY ASSOCIATIONS AND THAT MY WORKING WITH MULTIPLE FIRMS DOES NOT INHIBIT MY ABILITIES TO ATTEND TO THE FIRM'S NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Alan Nixon'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

June 12, 2021 - Present

JON A NIXON CPA PC

RIA

CRD#: 127550

Bethpage, NY

Current

May 16, 2016 - Present

CREATIS CAPITAL LLC

Office #1: 23 Salt Spray Lane, Cape Elizabeth, ME 04107

CRD#: 131986

Cape Elizabeth, ME

Current

November 30, 2016 - Present

ACCEPTUS CAPITAL CORP.

Office #1: 22 Country Club Drive, Port Washington, NY 11050

CRD#: 282755

Port Washington, NY

Current

December 5, 2016 - Present

JOSEPH STONE CAPITAL L.L.C.

Office #1: 585 Stewart Ave Suite L60c, Garden City, NY 11530

CRD#: 159744

Garden City, NY

Current

December 21, 2016 - Present

VNTR SECURITIES LLC

Office #1: 152 Madison Avenue 7th Floor, New York, NY, 10016

CRD#: 283856

New York, NY

Current

April 11, 2018 - Present

DOWLING & PARTNERS SECURITIES LLC

Office #1: 190 Farmington Avenue, Farmington, CT 06032

CRD#: 24746

Farmington, CT

Current

August 30, 2018 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747

CRD#: 291933

Melville, NY

Current

September 26, 2018 - Present

777 SECURITIES

CRD#: 288294

New York, NY

Current

August 6, 2019 - Present

AERIS PARTNERS LLC

Office #1: 500 Boylston Street 18th Floor, Boston, MA 02116

CRD#: 153862

Boston, MA

Current

November 13, 2020 - Present

GREENBIRD CAPITAL LLC

Office #1: 2500 N Military Trail Suite 120, Boca Raton, FL 33431

CRD#: 306692

Boca Raton, FL

Current

June 1, 2021 - Present

CROSS POINT CAPITAL LLC

Office #1: 809 Broadway Fl 8, New York, NY 10003

CRD#: 136223

NEW YORK, NY

Current

March 2, 2022 - Present

FREDERICKS MICHAEL SECURITIES, INC.

Office #1: 430 Park Avenue 8th Floor, New York, NY 10022

CRD#: 46725

New York, NY

Current

April 6, 2022 - Present

LEXINGTON PARK CAPITAL MARKETS, LLC

Office #1: 390 N Orange Ave 23rd Floor, Orlando, FL 32801

CRD#: 158815

Orlando, FL

Current

April 18, 2022 - Present

PACIFIC CENTURY SECURITIES, LLC

Office #1: 747 3rd Ave #2101, New York, NY 10017

CRD#: 131607

NEW YORK, NY

Current

May 4, 2022 - Present

VCS VENTURE SECURITIES

Office #1: 29 Broadway Suite 1502, New York, NY 10006-3201

CRD#: 127921

New York, NY

Current

April 15, 2024 - Present

AMPLIFY COMMUNITY INVESTMENT PARTNERS, LLC

Office #1: 1688 Meridian Avenue Suite 700, Miami Beach, FL 33139

CRD#: 326530

MIAMI BEACH, FL

Current

April 15, 2024 - Present

REDSWAN MARKETS, LLC

Office #1: 4201 Main St Suite 300, Houston, TX 77002

CRD#: 322259

Houston, TX

Current

August 25, 2024 - Present

OPES BESPOKE SECURITIES LLC

Office #1: 45 Rockefeller Plaza Suite 2000, New York, NY 10111

CRD#: 129841

NEW YORK, NY

Past

June 9, 2021 - July 1, 2024

HALES SECURITIES, LLC

CRD#: 104415

NEW YORK, NY

Past

February 5, 2020 - September 7, 2021

IQ CAPITAL (USA) LLC

CRD#: 283405

NEW YORK, NY

Past

September 11, 2019 - June 14, 2021

OLD SLIP CAPITAL MANAGEMENT, INC.

CRD#: 7360

NEW YORK, NY

Past

August 24, 2017 - June 5, 2023

MADISON GLOBAL PARTNERS LLC

CRD#: 285406

HAUPPAUGE, NY

Past

March 6, 2017 - September 13, 2021

AMERICAN LEDGER ATS LLC

CRD#: 283362

SIMI VALLEY, CA

Past

October 24, 2016 - March 31, 2017

BURPEE DEL SIMONE CAPITAL MARKETS LLC

CRD#: 282431

BOSTON, MA

Past

August 15, 2016 - May 15, 2021

RAINMAKERS PARTNERS, LLC

CRD#: 148443

BEVERLY HILLS, CA

Past

October 13, 2015 - July 23, 2018

GOULD, AMBROSON & ASSOCIATES LTD.

CRD#: 17412

GARDEN CITY, NY

Past

March 16, 2015 - June 1, 2016

DAKOY CAPITAL MARKETS LLC

CRD#: 169954

HUNTINGTON, NY

Past

September 20, 2013 - February 11, 2020

PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680

NEW YORK, NY

Past

August 15, 2013 - November 5, 2013

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

NEW YORK, NY

Past

September 25, 2012 - May 30, 2013

AURIA SERVICES CORP.

CRD#: 27851

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

New York
(6/12/2021)

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

IAR

Series 65

Date: 12/2/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

Principal/Supervisory Exam

Series 27

Date: 9/24/2012

Financial and Operations Principal Examination

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

SRO Registrations

Nasdaq Stock Market

Current Firm

JON A NIXON CPA PC

CRD#: 127550 / SEC#:

New York

Registered Investment Advisory firm - (1/3/2005 Approved)

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Contact information

Main Address

Bethpage, NY

Mailing Address

Phone number

(917) 703-1704

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.

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Firm Stability Insights

Jon A. Nixon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Alan Nixon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIS CAPITAL LLC

ACCEPTUS CAPITAL CORP.

JOSEPH STONE CAPITAL L.L.C.

VNTR SECURITIES LLC

DOWLING & PARTNERS SECURITIES LLC

AMERICAN VETERANS GROUP, PBC

777 SECURITIES

AERIS PARTNERS LLC

GREENBIRD CAPITAL LLC

CROSS POINT CAPITAL LLC

FREDERICKS MICHAEL SECURITIES, INC.

LEXINGTON PARK CAPITAL MARKETS, LLC

PACIFIC CENTURY SECURITIES, LLC

VCS VENTURE SECURITIES

AMPLIFY COMMUNITY INVESTMENT PARTNERS, LLC

REDSWAN MARKETS, LLC

OPES BESPOKE SECURITIES LLC

HALES SECURITIES, LLC

IQ CAPITAL (USA) LLC

OLD SLIP CAPITAL MANAGEMENT, INC.

MADISON GLOBAL PARTNERS LLC

AMERICAN LEDGER ATS LLC

BURPEE DEL SIMONE CAPITAL MARKETS LLC

RAINMAKERS PARTNERS, LLC

GOULD, AMBROSON & ASSOCIATES LTD.

DAKOY CAPITAL MARKETS LLC

PORTFOLIO ADVISORS ALLIANCE, LLC

ALLIED MILLENNIAL PARTNERS, LLC

AURIA SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2004

SIE

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

Series 27

Date: 9/24/2012

FINRA

Investors' Exchange LLC

Nasdaq Stock Market

Current Firm

JON A NIXON CPA PC

Contact information

Documents

Red Flags

Company Information

JON A NIXON CPA PC

TRUST BUT VERIFY

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