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JS

Jonathan S. Stough

ETHOS FINANCIAL GROUP
MECHANICSBURG, PA 17055
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CRD#: 6365821
JS
Jonathan Scott StoughETHOS FINANCIAL GROUP

Professional summary

Jonathan Scott Stough, AIF®, who also goes by Jonathan Stough, is a registered financial advisor currently at ETHOS FINANCIAL GROUP, LLC located in Mechanicsburg, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Aliases

Jonathan Stough

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 Scott Stough'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 2, 2026 - Present

ETHOS FINANCIAL GROUP, LLC

Office #1: 4999 Louise Drive, Suite 303, Mechanicsburg, PA 17055
RIA
CRD#: 321748
MECHANICSBURG, PA
Past

September 25, 2014 - July 16, 2026

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
LEMOYNE, PA
Past

August 19, 2014 - July 16, 2026

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
LEMOYNE, PA

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".
EF
ETHOS FINANCIAL GROUP, LLC
AB GROUP | VERITY WEALTH ADVISORS | STILLWATER PARTNERS | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | COHESION PARTNERS | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY

CRD#: 321748 / SEC#: 801-125779

RIA
Registered Investment Advisory firm - (6/2/2022 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
Pennsylvania
(7/2/2026)
IAR
Texas
(7/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/5/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/6/2017
General Securities Sales Supervisor - Options Module Examination

Current Firm

EF
ETHOS FINANCIAL GROUP, LLC
AB GROUP | VERITY WEALTH ADVISORS | STILLWATER PARTNERS | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | COHESION PARTNERS | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY

CRD#: 321748 / SEC#: 801-125779

RIA
Registered Investment Advisory firm - (6/2/2022 Approved)
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Contact information

Main Address
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 822-5246
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ETHOS FINANCIAL GROUP BROCHURE (4/23/2025)

Regulatory assets under management

Total Number of Accounts4,692
AUM (Assets Under Management)$ 2,061,300,878

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

ETHOS FINANCIAL GROUP, LLC

CRD#: 321748Mechanicsburg, PA 17055

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