Stephen M Jonas
Professional Summary
Stephen M Jonas, who also goes by Stephen Jonas, was a registered financial advisor. Stephen was a previously registered financial professional and started their career in finance 2010 - 2023. Stephen had worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen Jonas
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BANYAN CAPITAL MARKETS, LLC | KIPPSDESANTO & COMPANY | COLONIAL CAPITAL PARTNERS, LLC | BANYAN INVESTMENT ADVISORS, INC.
Contact Information
Main Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102Mailing Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102Phone Number
(703) 442-1400Established
Virginia since 12/31/2007Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jun 2015About the Series 79 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2010About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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