Jonathan S. Wittig
Professional summary
Jonathan Scott Wittig, who also goes by Jonathan Scott Wittig, John Scott Wittig, is a registered financial advisor currently at BETTERMENT located in New York, New York.
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Wittig's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2018 - Present
BETTERMENT
Office #1: 450 West 33rd Street Floor 11, New York, NY 10001July 1, 2016 - April 4, 2017
CHARLES SCHWAB & CO., INC.
June 21, 2016 - April 4, 2017
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
BETTERMENT
CRD#: 149117 / SEC#: 801-70171
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2021)
(6/21/2018)
Exams
Current Firm
BETTERMENT
CRD#: 149117 / SEC#: 801-70171
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,200,673 |
| AUM (Assets Under Management) | $ 56,368,684,129 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 10/18/2024 | ||
| 12/08/2023 | ||
| 04/26/2023 | ||
| 01/06/2023 |
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.
