Jonathan R. Lenz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Robert Lenz, who also goes by Jonathan Lenz, was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2018. Jonathan had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 28, 2022 - May 10, 2022
INTIRETY, LLC
January 2, 2020 - December 14, 2021
EDWARD JONES
October 31, 2018 - December 31, 2019
EDWARD JONES
September 27, 2018 - December 14, 2021
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
INTIRETY, LLC
CRD#: 306315 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 980 |
| AUM (Assets Under Management) | $ 73,600,000 |
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.
