Jonathan L. Costello
Professional summary
Jonathan Lawrence Costello, who also goes by Jon Costello, Jonathan Lawrence Costello, is a registered financial professional currently at DEVON PARK SECURITIES, LLC located in Wellington, Florida and PERELLA WEINBERG PARTNERS LP located in Wellington, Florida.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2004. Jonathan has worked at 8 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Lawrence Costello's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2024 - Present
DEVON PARK SECURITIES, LLC
Office #1: 12012 South Shore Boulevard, Suite 201, Wellington, FL 33414Office #2: 12012 South Shore Boulevard, Suite 201, Wellington, FL 33414October 29, 2025 - Present
PERELLA WEINBERG PARTNERS LP
Office #1: 12012 South Shore Boulevard Suite 201, Wellington, FL 33414June 21, 2021 - May 16, 2024
INTE SECURITIES LLC
April 1, 2019 - July 29, 2020
PJT PARTNERS LP
October 14, 2016 - July 29, 2020
PARK HILL GROUP LLC
April 10, 2007 - October 19, 2016
MORGAN STANLEY DISTRIBUTION, INC.
December 20, 2005 - March 6, 2007
SUSQUEHANNA FINANCIAL GROUP, LLLP
March 17, 2004 - April 3, 2006
SSG CAPITAL ADVISORS, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/22/2024)
(5/16/2024)
(6/13/2024)
(4/30/2024)
(9/10/2024)
(5/20/2024)
(5/16/2024)
(5/31/2024)
(5/20/2024)
(5/21/2024)
(5/22/2024)
(6/26/2024)
(5/28/2024)
Exams
Series 99TO
Date: 4/15/2024
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PERELLA WEINBERG PARTNERS LP
CRD#: 138618 / SEC#: , 8-67167
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PERELLA WEINBERG PARTNERS GROUP LP | LIMITED PARTNER | |
| BEDNAR, ANDREW THOMAS | PARTNER AND CHIEF EXECUTIVE OFFICER | 1856221 |
| D'ANNA, JOHN R. JR. | PARTNER, HEAD OF SALES | 5387688 |
| GOTTSCHALK, ALEXANDRA KATHLEEN | PARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5864478 |
| KAMEN, JUSTIN BARTHOLOMEW | CHIEF LEGAL OFFICER AND CORPORATE SECRETARY | 7047700 |
| MICHAEL, STEPHEN CHADWICK | PRESIDENT OF TPH&CO. | 4430416 |
| NORDEN, VIVIANA CARMONA | FINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER | 4886485 |
| PADCO GP LLC | GENERAL PARTNER | |
| RAMANAND, ROSEANNE NANDANI | CHIEF COMPLIANCE OFFICER AND AML OFFICER | 5063023 |
| WEINBERG, PETER AMORY | CHAIRMAN AND CO-FOUNDER | 2100495 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
PERELLA WEINBERG PARTNERS LP
CRD#: 138618Wellington, FL 33414TRUST BUT VERIFY
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