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JG

Jonathan C. Gatlin

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CRD#: 6319203
JG

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 Christian Gatlin, who also goes by Jonathan Christian Gatlin, Jonathan C Gatlin, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2015. Jonathan had worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan Christian Gatlin | Jonathan C Gatlin

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 4, 2022 - December 15, 2025

INTREPID PARTNERS, LLC

BD
CRD#: 198516
Houston, TX
Past

August 11, 2021 - September 8, 2022

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
HOUSTON, TX
Past

June 16, 2017 - May 30, 2018

UBS SECURITIES LLC

BD
CRD#: 7654
HOUSTON, TX
Past

April 6, 2017 - June 2, 2017

JEFFERIES LLC

BD
CRD#: 2347
HOUSTON, TX
Past

August 22, 2015 - March 8, 2017

UBS SECURITIES LLC

BD
CRD#: 7654
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/20/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/10/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/22/2015
Investment Banking Registered Representative Examination

Current Firm

IP
INTREPID PARTNERS, LLC
INTREPID PARTNERS, LLC

CRD#: 198516 / SEC#: , 8-69615

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
712 Fifth Avenue 31st Floor, New York, NY, 10019
Mailing Address
712 Fifth Avenue 31st Floor, New York, NY, 10019
Phone number
(212) 388-5020
Established
Delaware since 02/19/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INTREPID FINANCIAL PARTNERS, L.L.C.MANAGING MEMBER
CHUNG, MICHAELFINOP/CFO5739877
MCGEE, HUGH EDWARD IIICEO1782899
WINCHENBAUGH, CHRISTOPHER FRANCISPRESIDENT/CCO/COO2790899

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.

Company Information

INTREPID PARTNERS, LLC

CRD#: 198516

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