Jonathan Wesner

BA SECURITIES

W. Conshohocken, PA 19428

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CRD#: 5915477

Professional summary

Jonathan Wesner is a registered financial professional currently at BA SECURITIES, LLC located in W. Conshohocken, Pennsylvania.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Wesner'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

October 31, 2025 - Present

BA SECURITIES, LLC

Office #1: Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428

CRD#: 153489

W. Conshohocken, PA

Past

September 16, 2021 - October 5, 2022

AGC PARTNERS

CRD#: 125958

BOSTON, MA

Past

December 23, 2019 - July 31, 2020

W G SECURITIES, LLC

CRD#: 140869

WOODBRIDGE, CT

Past

April 12, 2017 - September 28, 2018

BERKERY NOYES SECURITIES, LLC

CRD#: 155918

NEW YORK, NY

Past

September 19, 2011 - April 24, 2015

BRYANT PARK CAPITAL SECURITIES, INC.

CRD#: 20433

RADNOR, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/31/2025)

Pennsylvania
(10/31/2025)

Exams

State Security Law Exam

Series 63

Date: 8/14/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 10/31/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 9/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 9/15/2011

Investment Banking Registered Representative Examination

SRO Registrations

FINRA

Current Firm

BA SECURITIES, LLC

BA SECURITIES, LLC | BLACKWOLF ADVISORS, LLC | BLACKWOLF ADVISORS

CRD#: 153489 / SEC#: , 8-68545

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428

Mailing Address

Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428

Phone number

(877) 738-5841

Established

Pennsylvania since 01/25/2010

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BA HOLDCO, LLC	OWNER
BOLDEN, MICHAEL LABRADOR	CHIEF COMPLIANCE OFFICER	6411755
CHUFF, JOHN JOSEPH	PRESIDENT	1205736
HATLING, PEDER ALAN	PRINCIPAL	5240595
JUILIANO, COLLEEN JANE	FINOP	4818898
KELLER-YOUNG, SUZANNE	OPERATIONS MANAGER	5495492
PICKENS, DANIEL NEHIL	PRINCIPAL	1042225
WENTZLER, DENNIS RAYMOND	CHIEF OPERATIONS OFFICER & AML OFFICER	4221461

Red Flags

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Jonathan Wesner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

AGC PARTNERS

W G SECURITIES, LLC

BERKERY NOYES SECURITIES, LLC

BRYANT PARK CAPITAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/2025

Series 79TO

Date: 10/31/2025

SIE

Date: 9/28/2018

Series 79

Date: 9/15/2011

FINRA

Current Firm

BA SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BA SECURITIES, LLC

TRUST BUT VERIFY

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