Jonathan M. Ameen
Professional summary
Jonathan Michael Ameen, who also goes by Jonathan M Michael Ameen, is a registered financial advisor currently at IMPACT CAPITAL PARTNERS LLC located in Nashville, Tennessee.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Ameen's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2024 - Present
IMPACT CAPITAL PARTNERS LLC
May 16, 2022 - February 20, 2024
UBS FINANCIAL SERVICES INC.
March 27, 2015 - November 8, 2019
UBS SECURITIES LLC
November 2, 2006 - February 20, 2024
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
IMPACT CAPITAL PARTNERS LLC
CRD#: 329616 / SEC#: 801-129440
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
IMPACT CAPITAL PARTNERS LLC
CRD#: 329616 / SEC#: 801-129440
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,688 |
| AUM (Assets Under Management) | $ 527,993,936 |
Red Flags
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