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JC

Jonathan S. Clements

BRIO FINANCIAL GROUP
Denver, CO
Some features on this profile are disabled
CRD#: 5607967
JC

Professional summary

Jonathan Scott Clements MR., who also goes by Clements Jonathan, is a registered financial advisor currently at BRIO FINANCIAL GROUP located in Denver, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathan has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Clements Jonathan

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 Scott Clements MR.'s CRS (Customer Relationship Summary).
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

November 29, 2021 - Present

BRIO FINANCIAL GROUP

RIA
CRD#: 289889
Denver, CO
Past

December 9, 2008 - June 25, 2012

ZIONS CAPITAL ADVISORS, INC.

RIA
CRD#: 131308
SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIO FINANCIAL GROUP
BRIO CONSULTANTS, LLC | BRIO FINANCIAL GROUP

CRD#: 289889 / SEC#: 801-111830

RIA
Registered Investment Advisory firm - (10/13/2017 Approved)

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
California
(11/29/2021)
IAR
Colorado
(3/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2021
Uniform Investment Adviser Law Examination

Current Firm

BF
BRIO FINANCIAL GROUP
BRIO CONSULTANTS, LLC | BRIO FINANCIAL GROUP

CRD#: 289889 / SEC#: 801-111830

RIA
Registered Investment Advisory firm - (10/13/2017 Approved)
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Contact information

Main Address
19 Sutter Street, San Francisco, CA 94104
Mailing Address
Phone number
(415) 623-2450
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (13 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A: FIRM BROCHURE (4/15/2025)
ADV PART 2A APPENDIX 1: WRAP FEE PROGRAM BROCHURE (4/15/2025)

Regulatory assets under management

Total Number of Accounts3,082
AUM (Assets Under Management)$ 842,643,716

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

BRIO FINANCIAL GROUP

CRD#: 289889Denver, CO

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