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JC

Jonathon S. Clements

MARKETDESK INDICES LLC
Cape Girardeau, MO 63701
Some features on this profile are disabled
CRD#: 6442157
JC

Professional summary

Jonathon Scott Clements, who also goes by Jonathon S Clements, Jonathon Clements, is a registered financial advisor currently at MARKETDESK INDICES LLC located in Cape Girardeau, Missouri.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathon has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathon S Clements | Jonathon Clements

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.
Jonathan Scott Clements founded MarketDesk Research LLC, which provides investment strategy and asset allocation research. He does not receive any commissions from this business. Jonathan Scott Clements spends the majority of his time at MarketDesk Research LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Scott Clements'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

December 5, 2022 - Present

MARKETDESK INDICES LLC

Office #1: 1610 North Kingshighway, Suite 301, Cape Girardeau, MO 63701
RIA
CRD#: 323393
Cape Girardeau, MO
Past

May 17, 2017 - September 11, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Cape Girardeau, MO
Past

February 18, 2015 - September 1, 2016

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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".
MI
MARKETDESK INDICES LLC
MARKETDESK INDICES LLC

CRD#: 323393 / SEC#: 801-128530

RIA
Registered Investment Advisory firm - (8/7/2023 Approved)
Missouri
Registered Investment Advisory firm - (8/14/2023 Terminated)

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
(12/5/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/6/2015
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 86
Date: 5/18/2015
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 3/12/2015
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 2/17/2015
General Securities Representative Examination

Current Firm

MI
MARKETDESK INDICES LLC
MARKETDESK INDICES LLC

CRD#: 323393 / SEC#: 801-128530

RIA
Registered Investment Advisory firm - (8/7/2023 Approved)
Missouri
Registered Investment Advisory firm - (8/14/2023 Terminated)
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Contact information

Main Address
1610 North Kingshighway, Suite 301, Cape Girardeau, MO 63701
Mailing Address
Phone number
(646) 787-0394
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - MARKETDESK INDICES LLC (3/19/2025)

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 110,921,838

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

MARKETDESK INDICES LLC

CRD#: 323393Cape Girardeau, MO 63701

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