Jonathan Wesner
Professional summary
Jonathan Wesner is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 6 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Wesner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2026 - Present
FINALIS SECURITIES LLC
Office #1: 450 Lexington Ave, New York, NY 10017October 31, 2025 - July 18, 2026
BA SECURITIES, LLC
September 16, 2021 - October 5, 2022
AGC PARTNERS
December 23, 2019 - July 31, 2020
W G SECURITIES, LLC
April 12, 2017 - September 28, 2018
BERKERY NOYES SECURITIES, LLC
September 19, 2011 - April 24, 2015
BRYANT PARK CAPITAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/23/2026)
Exams
Series 79TO
Date: 10/31/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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