AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JW

Jonathan J. Wetzel

PARNASSUS FUNDS DISTRIBUTOR
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 4919762
JW

Professional summary

Jonathan James-edward Wetzel, who also goes by Jonathan James Edward Wetzel, is a registered financial professional currently at PARNASSUS FUNDS DISTRIBUTOR, LLC located in San Francisco, California.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2005. Jonathan has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan James Edward Wetzel

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) - BD

Click below to view Jonathan James-edward Wetzel'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

October 17, 2019 - Present

PARNASSUS FUNDS DISTRIBUTOR, LLC

Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105
BD
CRD#: 15883
San Francisco, CA
Past

April 30, 2019 - September 30, 2019

KEMA PARTNERS LLC

BD
CRD#: 143752
MILL VALLEY, CA
Past

March 2, 2012 - May 30, 2017

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

July 22, 2011 - December 7, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

BD
CRD#: 146183
SAN FRANCISCO, CA
Past

September 27, 2005 - July 15, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
SAN FRANCISCO, CA
Past

February 22, 2005 - June 11, 2008

RCM DISTRIBUTORS LLC

BD
CRD#: 120500
SAN FRANCISCO, CA

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
California
(10/17/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 3/24/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PARNASSUS FUNDS DISTRIBUTOR, LLC
PARNASSUS FUND DISTRIBUTOR | RENAISSANCE ASSET MANAGEMENT | PARNASSUS INVESTMENTS | PARNASSUS FUNDS DISTRIBUTOR, LLC | PARNASSUS FUNDS DISTRIBUTOR

CRD#: 15883 / SEC#: , 8-32878

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 03/11/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
BRUNNER, JENNIFER ANNECHIEF COMPLIANCE OFFICER AND VICE PRESIDENT1137783
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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

PARNASSUS FUNDS DISTRIBUTOR, LLC

CRD#: 15883San Francisco, CA 94105

TRUST BUT VERIFY

Monitor Jonathan Wetzel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
MS
Maximilian SoaresAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
San Francisco, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics