AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Jonathan J. Lejuez

LA HONDA ADVISORS
Menlo Park, CA 94025
Some features on this profile are disabled
CRD#: 6335380
JL

Professional summary

Jonathan Jeffrey Lejuez, who also goes by Jonathan Lejuez, is a registered financial professional currently at LA HONDA ADVISORS LLC located in Menlo Park, California.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2014. Jonathan has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan Lejuez

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) - BD

Click below to view Jonathan Jeffrey Lejuez'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®
None

Experience

Current

March 13, 2026 - Present

LA HONDA ADVISORS LLC

Office #1: 770 Menlo Avenue, Suite 230, Menlo Park, CA 94025
BD
CRD#: 165045
Menlo Park, CA
Past

May 16, 2022 - December 16, 2025

D.A. DAVIDSON & CO.

BD
CRD#: 199
NEW YORK, NY
Past

March 20, 2018 - March 22, 2022

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
New York, NY
Past

December 11, 2014 - February 28, 2018

MOORELAND PARTNERS LLC

BD
CRD#: 127422
New York, NY

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: 9/9/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/11/2014
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/1/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LH
LA HONDA ADVISORS LLC
LA HONDA ADVISORS LLC

CRD#: 165045 / SEC#: , 8-69130

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
770 Menlo Avenue, Suite 230, Menlo Park, CA 94025
Mailing Address
83 Marymont Ave., Atherton, CA 94027
Phone number
(650) 400-1068
Established
California since 09/20/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
KETSDEVER, DAVID TODDMEMBER, EXECUTIVE REPRESENTATIVE1772891
LEVENSON, JULIE JOMEMBER, CCO2087780
SMITH, EDWARD MERRILLFINOP CFO3143679

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

LA HONDA ADVISORS LLC

CRD#: 165045Menlo Park, CA 94025

TRUST BUT VERIFY

Monitor Jonathan Lejuez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ashkahn Moayedi
Ashkahn MoayediAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
DANVILLE, CA
Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.