Jonathan M. Ewanio

MBM WEALTH CONSULTANTS

Chesterfield, MO 63017

Some features on this profile are disabled

CRD#: 6076736

Professional summary

Jonathan M Ewanio, who also goes by Jonathan M Ewanio, is a registered financial advisor currently at MBM WEALTH CONSULTANTS, LLC located in Chesterfield, Missouri.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jonathan has 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan M Ewanio

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) - RIA

Click below to view Jonathan M Ewanio'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

June 10, 2025 - Present

MBM WEALTH CONSULTANTS, LLC

Office #1: 400 Chesterfield Center Suite 125, Chesterfield, MO 63017

RIA

CRD#: 169091

Chesterfield, MO

Past

March 12, 2018 - May 29, 2025

SAXONY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 122692

SAINT LOUIS, MO

Past

March 12, 2018 - May 29, 2025

SAXONY SECURITIES, INC.

CRD#: 115547

ST. LOUIS, MO

Past

June 8, 2017 - March 9, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

June 5, 2014 - March 9, 2018

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Past

August 23, 2012 - March 18, 2014

EDWARD JONES

RIA

CRD#: 250

ST LOUIS, MO

Past

July 27, 2012 - March 18, 2014

EDWARD JONES

CRD#: 250

ST LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MBM WEALTH CONSULTANTS, LLC

MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC

CRD#: 169091 / SEC#: 801-112994

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

Missouri

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/10/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Missouri
(6/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22TO

Date: 1/2/2023

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 39

Date: 1/2/2023

Direct Participation Programs Principal Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 26

Date: 1/2/2023

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 4

Date: 4/18/2019

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/19/2016

General Securities Principal Examination

Current Firm

MBM WEALTH CONSULTANTS, LLC

MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC

CRD#: 169091 / SEC#: 801-112994

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

Missouri

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/10/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 274-6262

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MBM 2025 ANNUAL DISCLOSURE BROCHURE (3/20/2025)

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	Cover Page	Report
08/28/2024	Cover Page	Report
10/25/2023	Cover Page	Report

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan M. Ewanio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SAXONY CAPITAL MANAGEMENT, LLC

SAXONY SECURITIES, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MBM WEALTH CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2012

Series 6TO

Date: 1/2/2023

Series 22TO

Date: 1/2/2023

Series 82TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2012

Series 39

Date: 1/2/2023

Series 14

Date: 1/2/2023

Series 26

Date: 1/2/2023

Series 4

Date: 4/18/2019

Series 24

Date: 4/19/2016

Current Firm

MBM WEALTH CONSULTANTS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MBM WEALTH CONSULTANTS, LLC

TRUST BUT VERIFY

Similar Advisors