Jonathan H. Larson

SIEBERT ADVISORNXT.

Omaha, NE 68130

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CRD#: 4783060

Professional summary

Jonathan Holland Larson, who also goes by Jonathon Holland Larson, Jonathon Larson, is a registered financial advisor currently at SIEBERT ADVISORNXT, LLC. located in Omaha, Nebraska and MURIEL SIEBERT & CO., LLC located in Chicago, Illinois.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon Holland Larson | Jonathon Larson

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. Name: Rental Property 2. Investment-related: No 3. Address: 2418 Elizabeth St., Apt 5, Salt Lake City, Utah 84106 4. Nature: Renting out property I own 5. Position: Owner-landlord 6. Start Date: 10/22/2010 7. Approx. number of hrs/mth devoted to the other business: 1 8. Number of hrs devoted during securities trading hrs: 0 9. Duties: Landlord

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Holland Larson'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

May 30, 2025 - Present

SIEBERT ADVISORNXT, LLC.

Office #1: 18045 Oak Street, Omaha, NE 68130

RIA

CRD#: 288572

Omaha, NE

Current

February 27, 2025 - Present

MURIEL SIEBERT & CO., LLC

Office #1: 303 E. Wacker Dr. Suite 2950, Chicago, IL 60601

CRD#: 5376

Chicago, IL

Past

September 5, 2023 - April 10, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Sandy, UT

Past

March 21, 2023 - April 10, 2024

MORGAN STANLEY

CRD#: 149777

Sandy, UT

Past

March 23, 2009 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

SANDY, UT

Past

August 9, 2006 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

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".

SIEBERT ADVISORNXT, LLC.

SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718

RIA

Registered Investment Advisory firm - (7/11/2017 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/28/2025)

Alaska
(3/4/2025)

Arizona
(3/7/2025)

Arkansas
(3/10/2025)

California
(2/27/2025)

Colorado
(2/28/2025)

Connecticut
(2/27/2025)

Delaware
(3/3/2025)

District of Columbia
(2/27/2025)

Florida
(2/28/2025)

Georgia
(2/28/2025)

Idaho
(2/27/2025)

Illinois
(2/28/2025)

Indiana
(3/6/2025)

Iowa
(3/3/2025)

Kansas
(2/27/2025)

Kentucky
(2/27/2025)

Louisiana
(2/28/2025)

Maine
(2/28/2025)

Maryland
(3/10/2025)

Massachusetts
(2/28/2025)

Michigan
(3/3/2025)

Minnesota
(2/27/2025)

Mississippi
(3/3/2025)

Missouri
(2/27/2025)

Montana
(3/5/2025)

Nebraska
(2/27/2025)

IAR

Nebraska
(5/30/2025)

Nevada
(2/27/2025)

New Hampshire
(3/4/2025)

New Jersey
(2/28/2025)

New Mexico
(3/14/2025)

New York
(3/2/2025)

North Carolina
(3/3/2025)

North Dakota
(3/3/2025)

Ohio
(3/3/2025)

Oklahoma
(3/3/2025)

Oregon
(3/4/2025)

Pennsylvania
(2/28/2025)

Puerto Rico
(3/10/2025)

Rhode Island
(2/28/2025)

South Carolina
(2/27/2025)

South Dakota
(2/28/2025)

Tennessee
(2/28/2025)

Texas
(2/27/2025)

Utah
(2/27/2025)

Vermont
(2/28/2025)

Virginia
(2/28/2025)

Washington
(2/27/2025)

West Virginia
(2/27/2025)

Wisconsin
(2/27/2025)

Wyoming
(2/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/18/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/29/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/9/2007

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

SIEBERT ADVISORNXT, LLC.

SIEBERT ADVISORNXT, INC. | SIEBERT ADVISORNXT, LLC.

CRD#: 288572 / SEC#: 801-110718

RIA

Registered Investment Advisory firm - (7/11/2017 Approved)

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Contact information

Main Address

300 Vesey Street 5th Floor, New York, NY, 10282

Mailing Address

653 Collins Avenue, Miami Beach, FL 33139

Phone number

(800) 872-0444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIEBERT ADVISORNXT PART 2 BROCHURE MARCH 31, 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	786
AUM (Assets Under Management)	$ 287,623,668

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 H. Larson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Holland Larson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURIEL SIEBERT & CO., LLC

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

SIEBERT ADVISORNXT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2009

Series 63

Date: 8/29/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2006

Series 24

Date: 8/9/2007

FINRA

NYSE American LLC

Nasdaq Stock Market

New York Stock Exchange

Current Firm

SIEBERT ADVISORNXT, LLC.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIEBERT ADVISORNXT, LLC.

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