JL
Jonathan R. Liggett
ORBITAL MANAGEMENT
BRYN MAWR, PA
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CRD#: 5919219
JL
Professional summary
Jonathan Reed Liggett is a registered financial advisor currently at ORBITAL MANAGEMENT located in Bryn Mawr, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jonathan has worked at 1 firm and has passed the Series 3 exam.
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.
i360 LLC, (non-investment related), 2300 Clarendon Blvd, Suite 800, Arlington, VA, 22201, Data Provider, Head of Data Partnerships, 05/2023 as employee, 11/2021 as a consultant, 30 hours a week, 4 hours during securities hours. My Duties are to build external client partnerships for i360s data products.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Reed Liggett'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
February 7, 2025 - Present
ORBITAL MANAGEMENT
RIA
CRD#: 331602
BRYN MAWR, PA
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
Pennsylvania(2/7/2025)
Current Firm
OM
ORBITAL MANAGEMENT
ORBITAL MANAGEMENT | ORBITAL MANAGEMENT LLC
CRD#: 331602 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (2/7/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bryn Mawr, PA
Mailing Address
Phone number
(267) 532-7455
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 84,700 |
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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