Jonathan Bermudez
Professional summary
Jonathan Bermudez, who also goes by Jb Bermudez, Jonathan Nicholas Bermudez, is a registered financial advisor currently at YOUNG INVESTMENT ADVISORS, INC located in Atlanta, Georgia.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Bermudez's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2018 - Present
YOUNG INVESTMENT ADVISORS, INC
Office #1: 3350 Riverwood Parkway Suite 1125, Atlanta, GA 30339September 29, 2016 - September 19, 2017
VOYA FINANCIAL ADVISORS, INC.
July 13, 2016 - September 19, 2017
VOYA FINANCIAL ADVISORS, INC.
September 16, 2015 - July 12, 2016
AMERITAS INVESTMENT COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2018)
Exams
Current Firm
YOUNG INVESTMENT ADVISORS, INC
CRD#: 117415 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 6,141 |
Red Flags
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Company Information
YOUNG INVESTMENT ADVISORS, INC
CRD#: 117415Atlanta, GA 30339TRUST BUT VERIFY
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