Jonathan S. Forbes

PETRA FINANCIAL ADVISORS

Colorado Springs, CO 80903-1626

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CRD#: 6142082

Professional summary

Jonathan Stephen Forbes, CFP®, who also goes by Jon Forbes, is a registered financial advisor currently at PETRA FINANCIAL ADVISORS INC located in Colorado Springs, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Forbes

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 Stephen Forbes'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 13, 2017 - Present

PETRA FINANCIAL ADVISORS INC

Office #1: 2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626

RIA

CRD#: 107196

Colorado Springs, CO

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".

PETRA FINANCIAL ADVISORS INC

LIGHTHOUSE FINANCIAL, LLC | PETRA FINANCIAL ADVISORS INC

CRD#: 107196 / SEC#: 801-39169

RIA

Registered Investment Advisory firm - (6/27/1991 Approved)

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

Colorado
(4/13/2017)

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

Current Firm

PETRA FINANCIAL ADVISORS INC

LIGHTHOUSE FINANCIAL, LLC | PETRA FINANCIAL ADVISORS INC

CRD#: 107196 / SEC#: 801-39169

RIA

Registered Investment Advisory firm - (6/27/1991 Approved)

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Contact information

Main Address

2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626

Mailing Address

Phone number

(719) 636-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A/B (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,183
AUM (Assets Under Management)	$ 387,778,985

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.

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Jonathan S. Forbes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PETRA FINANCIAL ADVISORS INC

Primary Firm SEC Registration

PETRA FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Current Firm

PETRA FINANCIAL ADVISORS INC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PETRA FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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