Jonathan S. Wu
Professional summary
Jonathan Sung An Terrence Wu, who also goes by Jt Wu, is a registered financial professional currently at FOUR POINTS CAPITAL PARTNERS LLC located in East Amherst, New York.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2016. Jonathan has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Sung An Terrence Wu's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2026 - Present
FOUR POINTS CAPITAL PARTNERS LLC
March 8, 2018 - July 30, 2018
TRUIST SECURITIES, INC.
July 25, 2016 - March 1, 2018
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/11/2026)
Exams
Series 79TO
Date: 5/9/2026
Investment Banking Registered Representative ExaminationFINRA
Current Firm
FOUR POINTS CAPITAL PARTNERS LLC
CRD#: 43149 / SEC#: , 8-50162
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
Red Flags
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