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JL

Jonathan H. Larson

TASTYTRADE
CHICAGO, IL 60607
Some features on this profile are disabled
CRD#: 4783060
JL
Jonathan Holland LarsonTASTYTRADE

Professional summary

Jonathan Holland Larson, who also goes by Jonathon Holland Larson, Jonathon Larson, is a registered financial professional currently at TASTYTRADE, INC. located in Chicago, Illinois.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2006. Jonathan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

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) - BD

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

July 28, 2026 - Present

TASTYTRADE, INC.

Office #1: 1330 West Fulton Street Suite 600, Chicago, IL 60607
BD
CRD#: 277027
CHICAGO, IL
Past

May 30, 2025 - March 25, 2026

SIEBERT ADVISORNXT, LLC.

RIA
CRD#: 288572
Chicago, IL
Past

February 27, 2025 - March 25, 2026

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

September 5, 2023 - April 10, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Sandy, UT
Past

March 21, 2023 - April 10, 2024

MORGAN STANLEY

BD
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

BD
CRD#: 29106
SANDY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Alabama
(7/30/2026)
RR
Alaska
(7/30/2026)
RR
California
(7/28/2026)
RR
Colorado
(7/30/2026)
RR
Connecticut
(7/30/2026)
RR
Florida
(7/29/2026)
RR
Georgia
(7/29/2026)
RR
Idaho
(7/29/2026)
RR
Indiana
(7/30/2026)
RR
Kansas
(7/30/2026)
RR
Louisiana
(7/30/2026)
RR
Massachusetts
(7/29/2026)
RR
Michigan
(7/30/2026)
RR
Minnesota
(7/30/2026)
RR
Missouri
(7/28/2026)
RR
Montana
(7/30/2026)
RR
Nebraska
(7/29/2026)
RR
Nevada
(7/30/2026)
RR
New Hampshire
(7/30/2026)
RR
New Jersey
(7/30/2026)
RR
New Mexico
(7/30/2026)
RR
New York
(7/30/2026)
RR
North Carolina
(7/30/2026)
RR
Ohio
(7/29/2026)
RR
Oklahoma
(7/30/2026)
RR
Rhode Island
(7/30/2026)
RR
South Carolina
(7/30/2026)
RR
South Dakota
(7/30/2026)
RR
Texas
(7/30/2026)
RR
Utah
(7/29/2026)
RR
Virginia
(7/30/2026)
RR
Washington
(7/29/2026)
RR
Wisconsin
(7/29/2026)
RR
Wyoming
(7/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/29/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/9/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TASTYTRADE, INC.
TASTYTRADE, INC. | TASTYWORKS, INC.

CRD#: 277027 / SEC#: , 8-69649

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1330 West Fulton Street Suite 600, Chicago, IL 60607
Mailing Address
1330 West Fulton Street Suite 600, Chicago, IL 60607
Phone number
(312) 724-7075
Established
Delaware since 06/22/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TASTYLIVE, INC.OWNER
ADLER, KERRY ANN PATRICIAINTERIM CHIEF COMPLIANCE OFFICER3269947
BRASIL DE OLIVEIRA, LUIS FERNANDOCHIEF OPERATING OFFICER5652832
CHIOU, JASONHEAD OF CLIENT BROKERAGE SERVICES6757512
GRACE, CHRISTOPHER WILLIAMHEAD OF BROKERAGE TRADING OPERATIONS5985000
MONTERRUBIO, DAMONAML COMPLIANCE OFFICER5565532
SLOAN, JACQUELINE LEEFINOP2717305

Disclosures

Regulatory Event1

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.

Company Information

TASTYTRADE, INC.

CRD#: 277027Chicago, IL 60607

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