Jonathan Pliszka
Professional summary
Jonathan Pliszka, who also goes by Jonathan Robert Pliszka, Jonny Pliszka, is a registered financial advisor currently at HIGH KNOLL WEALTH ADVISORS, LLC located in Lexington, Kentucky.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Pliszka's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2019 - Present
HIGH KNOLL WEALTH ADVISORS, LLC
Office #1: 115 W Short Street, Lexington, KY 40507December 1, 2014 - February 9, 2016
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2019)
(11/13/2025)
Exams
Current Firm
HIGH KNOLL WEALTH ADVISORS, LLC
CRD#: 300412 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 9,425,314 |
Red Flags
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Company Information
HIGH KNOLL WEALTH ADVISORS, LLC
CRD#: 300412Lexington, KY 40507TRUST BUT VERIFY
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