JD
Jonathan P. Dannemiller
MMA SECURITIES LLC
Boston, MA 02199
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CRD#: 4786992
JD
Professional summary
Jonathan Paul Dannemiller, ChFC®, CLU®, who also goes by Jon Dannemiller, Jonathan Dannemiller, is a registered financial professional currently at MMA SECURITIES LLC located in Boston, Massachusetts.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2004. Jonathan has worked at 6 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jon Dannemiller | Jonathan Dannemiller
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.
Cincinnati Estate Planning Council - Cincinnati, OH - President and Advisory Board Member (approve new members and organize social events) July 2017 Insurance sales through Advisor Insurance Solutions - Risk products including LTC, DI, Life and Fixed and Equity Index Annuities - no additional income
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Paul Dannemiller'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®
Experience
Current
June 10, 2024 - Present
MMA SECURITIES LLC
Office #1: 101 Huntington Ave Suite 401, Boston, MA 02199RIA
BD
CRD#: 44254
Boston, MA
Past
October 5, 2020 - January 10, 2023
CERITY PARTNERS OCIO LLC
RIA
CRD#: 151916
Cincinnati, OH
Past
June 11, 2012 - August 17, 2018
P.J. ROBB VARIABLE, LLC
BD
CRD#: 38339
MEMPHIS, TN
Past
August 4, 2010 - January 31, 2012
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
AMELIA, OH
Past
December 21, 2005 - January 8, 2010
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
CINCINNATI, OH
Past
April 29, 2004 - November 30, 2005
VP DISTRIBUTORS LLC
BD
CRD#: 3036
HARTFORD, CT
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".
MS
MMA SECURITIES LLC
COMPASS FINANCIAL PARTNERS | NIA SECURITIES, L.L.C. | MMA SECURITIES LLC | MMA RETIREMENT & WEALTH | MMA - DAWSON | MMA - CENTURION | MMA - BROWER | MMA - BARNEY & BARNEY | MMA - ASSURANCE
CRD#: 44254 / SEC#: 801-100377, 8-50591
RIA
Registered Investment Advisory firm - SEC (7/7/2015 Approved)Connecticut
Registered Investment Advisory firm - SEC (5/23/2013 Terminated)New Jersey
Registered Investment Advisory firm - SEC (5/2/2013 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
Arizona(9/30/2024)
RR
California(9/30/2024)
RR
Colorado(9/30/2024)
RR
Connecticut(9/30/2024)
RR
Illinois(9/17/2024)
RR
Indiana(9/30/2024)
RR
Kentucky(9/30/2024)
RR
Michigan(9/30/2024)
RR
New Jersey(9/17/2024)
RR
Ohio(9/17/2024)
RR
Pennsylvania(9/30/2024)
RR
Tennessee(9/30/2024)
RR
Virginia(9/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/10/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MS
MMA SECURITIES LLC
COMPASS FINANCIAL PARTNERS | NIA SECURITIES, L.L.C. | MMA SECURITIES LLC | MMA RETIREMENT & WEALTH | MMA - DAWSON | MMA - CENTURION | MMA - BROWER | MMA - BARNEY & BARNEY | MMA - ASSURANCE
CRD#: 44254 / SEC#: 801-100377, 8-50591
RIA
Registered Investment Advisory firm - SEC (7/7/2015 Approved)Connecticut
Registered Investment Advisory firm - SEC (5/23/2013 Terminated)New Jersey
Registered Investment Advisory firm - SEC (5/2/2013 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
1166 Avenue Of The Americas, New York, NY 10036
Mailing Address
1166 Avenue Of The Americas, New York, NY 10036
Phone number
(917) 625-4069
Established
New Jersey since 02/03/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
179
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
Disclosures
| Regulatory Event | 3 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MMA SECURITIES LLC
CRD#: 44254Boston, MA 02199TRUST BUT VERIFY
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