Jonathan R. Mohoney

BASCOM HILL WEALTH LLC

Sheboygan, WI

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CRD#: 5370134

Professional summary

Jonathan Roth Mohoney is a registered financial advisor currently at BASCOM HILL WEALTH LLC located in Sheboygan, Wisconsin.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 4 firms and has passed the Series 65 and Series 79 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.

Pythian; Non Investment-Related; Sheboygan, WI; IT Consulting; Business Development; 12/2024; 100 hrs/mo; 20 hrs/mo during securities trading hours; Duties are to provide consulting services and guidance on selecting cloud infrastructure and technology services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Roth Mohoney'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

June 13, 2025 - Present

BASCOM HILL WEALTH LLC

RIA

CRD#: 334522

Sheboygan, WI

Past

June 30, 2023 - November 18, 2024

COMPASS FINANCIAL MANAGEMENT LLC

RIA

CRD#: 156345

TAMPA, FL

Past

September 14, 2022 - November 18, 2024

MARKOWSKI INVESTMENTS

RIA

CRD#: 141883

TAMPA, FL

Past

April 5, 2010 - January 30, 2012

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

SAN FRANCISCO, CA

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

Florida
(6/13/2025)

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: 7/19/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 79

Date: 3/31/2010

Investment Banking Registered Representative Examination

Current Firm

BASCOM HILL WEALTH LLC

CRD#: 334522 / SEC#:

Florida

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

Royal Palm Beach, FL

Mailing Address

Phone number

(305) 775-6063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan R. Mohoney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BASCOM HILL WEALTH LLC

COMPASS FINANCIAL MANAGEMENT LLC

MARKOWSKI INVESTMENTS

DEUTSCHE BANK SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2022

Series 79

Date: 3/31/2010

Current Firm

BASCOM HILL WEALTH LLC

Contact information

Documents

Red Flags

Company Information

BASCOM HILL WEALTH LLC

TRUST BUT VERIFY

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