Johnathan L. Jarboe
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Johnathan Lawrence Jarboe was a registered financial professional .
Johnathan is a previously registered financial professional and started their career in finance in 2010. Johnathan had worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 21, 2022 - October 25, 2023
ARDENT WEALTH ADVISORS, LLC
September 18, 2019 - July 8, 2020
ARDENT WEALTH ADVISORS, LLC
March 23, 2010 - September 1, 2011
EDWARD JONES
March 5, 2010 - September 1, 2011
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
ARDENT WEALTH ADVISORS, LLC
CRD#: 320668 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 195,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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