Jonathan Ewanio
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Ewanio, who also goes by Jonathan M Ewanio, was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2012. Jonathan had worked at 6 firms and has passed the Series 66, Series 6TO, Series 22TO, Series 82TO, Series 99TO, SIE, Series 7, Series 39, Series 14, Series 26, Series 4 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 10, 2025 - June 9, 2026
MBM WEALTH CONSULTANTS, LLC
March 12, 2018 - May 29, 2025
SAXONY CAPITAL MANAGEMENT, LLC
March 12, 2018 - May 29, 2025
SAXONY SECURITIES, INC.
June 8, 2017 - March 9, 2018
SCOTTRADE INVESTMENT MANAGEMENT
June 5, 2014 - March 9, 2018
SCOTTRADE, INC.
August 23, 2012 - March 18, 2014
EDWARD JONES
July 27, 2012 - March 18, 2014
EDWARD JONES
Primary Firm SEC Registration
MBM WEALTH CONSULTANTS, LLC
CRD#: 169091 / SEC#: 801-112994
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
MBM WEALTH CONSULTANTS, LLC
CRD#: 169091 / SEC#: 801-112994
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,542 |
| AUM (Assets Under Management) | $ 417,890,470 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/28/2024 | ||
| 10/25/2023 |
Red Flags
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.
