JG
Jonathan Guzman
RANDA WEALTH STRATEGIES
Easton, PA
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CRD#: 5906080
JG
Professional summary
Jonathan Guzman is a registered financial advisor currently at RANDA WEALTH STRATEGIES located in Easton, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
[RANDA STRATEGIES LLC; INSURANCE BROKERING OPERATING UNDER THE DBA NAME OF BENEGENIE AND LIFEGENIE; INVESTMENT RELATED;APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; 21 CLOVER HOLLOW RD EASTON PA 18045; STARTDATE 03/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 100 HOURS PER MONTH; 80 HOURS PER MONTH DURING SECURITIES TRADINGHOURS] [OPERATING UNDER THE DBA NAME OF EGIDA, LLC FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; INVESTMENT RELATED; OWNEREASTON, PA; START DATE: 12/2015] [OPERATING UNDER THE DBA NAME OF RANDA STRATEGIES INSURANCE AGENCY, LLC (FOR USE IN CA) FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EASTON, PA; START DATE: 12/2019] [OPERATING UNDER THE NAME MONEYGUIA LLC { DBA MONEYGUIA } {DBA MO & NEY} - FOR THE PURPOSE OF ESTABLISHING A FINTECH PLATFORM FOR FINANCIAL EDUCATION, COACHING, BLOGGING, DIGITAL & VIRTUAL MEDIA CONTENT CREATION. This activity is separate from our investment advisory services and does not interfere with our ability to serve our clients. MONEYGUIA LLC does not provide investment advisory or financial planning services. We disclose this activity to ensure transparency and to address any potential conflicts of interest. This activity requires approximately 3 hours per week. OWNER: JONATHAN GUZMAN; START DATE ; 01/01/2025
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Guzman'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®
NoneExperience
Current
November 17, 2022 - Present
RANDA WEALTH STRATEGIES
RIA
CRD#: 322339
Easton, PA
Past
June 21, 2017 - November 15, 2022
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
EASTON, PA
Past
April 19, 2012 - November 15, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
EDISON, NJ
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
New Jersey(3/13/2023)
IAR
Pennsylvania(11/17/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
RANDA WEALTH STRATEGIES
RANDA STRATEGIES LLC | RANDA WEALTH STRATEGIES
CRD#: 322339 / SEC#:
New Jersey
Registered Investment Advisory firm - (3/13/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (9/29/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Easton, PA
Mailing Address
Phone number
(610) 515-0601
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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