Jonathan I. Petersen

ONYX FINANCIAL ADVISORS

IDAHO FALLS, ID 83404

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CRD#: 6498936

Professional summary

Jonathan Isaac Petersen, CFP®, who also goes by Johnny Isaac Petersen, Jon Isaac Petersen, is a registered financial advisor currently at ONYX FINANCIAL ADVISORS, LLC located in Idaho Falls, Idaho.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Johnny Isaac Petersen | Jon Isaac Petersen

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 Isaac Petersen'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: 2018

Experience

Current

August 17, 2020 - Present

ONYX FINANCIAL ADVISORS, LLC

Office #1: 2400 E. 25th Street, Idaho Falls, ID 83404

RIA

CRD#: 134881

IDAHO FALLS, ID

Past

September 6, 2016 - February 7, 2020

CETERA ADVISORS LLC

RIA

CRD#: 10299

IDAHO FALLS, ID

Past

August 30, 2016 - February 7, 2020

CETERA ADVISORS LLC

CRD#: 10299

IDAHO FALLS, ID

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".

ONYX FINANCIAL ADVISORS, LLC

CRD#: 134881 / SEC#: 801-107355

RIA

Registered Investment Advisory firm - (3/24/2016 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(8/17/2020)

IAR

Texas
(6/15/2023)

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

State Security Law Exam

IAR

Series 66

Date: 9/2/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2016

General Securities Representative Examination

Current Firm

ONYX FINANCIAL ADVISORS, LLC

CRD#: 134881 / SEC#: 801-107355

RIA

Registered Investment Advisory firm - (3/24/2016 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2016 Terminated)

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Contact information

Main Address

2400 E. 25th Street, Idaho Falls, ID 83404

Mailing Address

Phone number

(208) 522-6400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONYX FINANCIAL ADVISORS, FORM ADV PART 2A 102416 UPDATE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 426,815,438

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 I. Petersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Isaac Petersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX FINANCIAL ADVISORS, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

Primary Firm SEC Registration

ONYX FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2016

Current Firm

ONYX FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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