Jonathan Tomassi

STAR WEALTH ADVISORS

MANALAPAN, NJ 07726

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CRD#: 4822991

Professional summary

Jonathan Tomassi is a registered financial advisor currently at STAR WEALTH ADVISORS located in Manalapan, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Tomassi'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

February 17, 2026 - Present

STAR WEALTH ADVISORS

Office #1: 198 Route 9 North Suite 203, Manalapan, NJ 07726

RIA

CRD#: 332344

MANALAPAN, NJ

Past

December 22, 2023 - November 19, 2025

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

WALL, NJ

Past

February 3, 2023 - November 19, 2025

NYLIFE SECURITIES LLC

CRD#: 5167

WALL, NJ

Past

October 22, 2004 - June 22, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

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 Jersey
(2/17/2026)

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: 12/20/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/25/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 2/3/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/6/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/21/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/2024

General Securities Principal Examination

Current Firm

STAR WEALTH ADVISORS

DWORETSKY FINANCIAL | TRUEPATH ADVISING | STAR WEALTH ADVISORS | MAXX WEALTH ADVISORS

CRD#: 332344 / SEC#: 801-130849

RIA

Registered Investment Advisory firm - (12/16/2024 Terminated)

Colorado

Registered Investment Advisory firm - (1/19/2026 Approved)

Florida

Registered Investment Advisory firm - (3/19/2025 Approved)

Michigan

Registered Investment Advisory firm - (3/26/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/20/2026 Approved)

Ohio

Registered Investment Advisory firm - (3/17/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432

Mailing Address

Phone number

(888) 201-7331

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 37,322,741

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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Advisor Monitoring

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Jonathan Tomassi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2023

Series 63

Date: 2/21/2023

Series 7TO

Date: 5/25/2023

Series 6TO

Date: 2/3/2023

SIE

Date: 1/6/2023

Series 6

Date: 10/21/2004

Series 24

Date: 12/18/2024

Current Firm

STAR WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAR WEALTH ADVISORS

TRUST BUT VERIFY

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