JI

Jonathan M. Imber

IMBER WEALTH ADVISORS
Ann Arbor, MI 48103
Some features on this profile are disabled
CRD#: 6535195
JI

Professional summary


Jonathan Michael Imber, who also goes by Jon Imber, is a registered financial advisor currently at IMBER WEALTH ADVISORS located in Ann Arbor, Michigan.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jon Imber

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.

CRS (Client Relationship Summary) - RIA


Click below to view Jonathan Michael Imber'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

October 25, 2017 - Present

IMBER WEALTH ADVISORS

Office #1: 955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103
RIA
CRD#: 144846
Ann Arbor, MI
Past

August 13, 2015 - June 5, 2019

CG ADVISORY SERVICES

RIA
CRD#: 110929
Ann Arbor, MI

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
Michigan
(10/25/2017)
IAR
Texas
(1/28/2026)

Exams


State Security Law Exam

Current Firm


IW
IMBER WEALTH ADVISORS
IMBER FINANCIAL GROUP, LLC | LEGACY FINANCIAL SYSTEMS, INC. | IMBER WEALTH ADVISORS

CRD#: 144846 / SEC#:

Michigan
Registered Investment Advisory firm - (6/29/2009 Approved)
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Contact information


Main Address
955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 769-1719
Established
Firm type
Fiscal year end
# of Employees
8

Regulatory assets under management


Total Number of Accounts471
AUM (Assets Under Management)$ 70,575,660

Red Flags


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Company Information


IMBER WEALTH ADVISORS

CRD#: 144846Ann Arbor, MI 48103

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