AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JH

Jonathan S. Henrich

MOZELLA ASSET MANAGEMENT
ST. PETERSBURG, FL 33710
Some features on this profile are disabled
CRD#: 6905697
JH

Professional summary

Jonathan Scott Henrich is a registered financial advisor currently at MOZELLA ASSET MANAGEMENT located in St. Petersburg, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Chops Investments, Inc.: This is a non-investment-related real estate holding company. The business address is a private residence. Mr. Henrich is the owner. Chops Investments has been in business since 2009. This business takes approx. 30 hours per month. Yes Funding, LLC: Yes Funding is a commercial mortgage broker. Mr. Henrich is responsible for infrastructure and operations only. This activity is done on a per project-basis. This activity takes approx. 10 hours per month. Jonathan Henrich, Author: Mr. Henrich authors books, generally on a not-for-profit-basis. Any revenues earned would be processed via Chops Investments. This activity takes up a negligible amount of time. Jinzi Tech: Mr. Henrich is an owner/director of Jinzi Tech. Jinzi Tech provides marketing, technology consulting, and web development services. Mr. Henrich is paid $20/hr for any work done. This activity takes approx. 16 per month during non-business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Scott Henrich'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

July 1, 2025 - Present

MOZELLA ASSET MANAGEMENT

Office #1: 5922 9th Ave N 2nd Fl, St. Petersburg, FL 33710
RIA
CRD#: 336501
ST. PETERSBURG, FL
Past

February 14, 2018 - November 6, 2019

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Tampa, FL
Past

January 26, 2018 - November 6, 2019

PAULSON INVESTMENT COMPANY LLC

RIA
CRD#: 5670
Tampa, FL

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
Florida
(7/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/23/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/14/2018
General Securities Representative Examination

Current Firm

MA
MOZELLA ASSET MANAGEMENT
MOZELLA ASSET MANAGEMENT | MOZELLA ASSET MANAGEMENT LLC

CRD#: 336501 / SEC#:

Florida
Registered Investment Advisory firm - (7/1/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5922 9th Ave N 2nd Fl, St. Petersburg, FL 33710
Mailing Address
Phone number
(727) 280-5685
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

MOZELLA ASSET MANAGEMENT

CRD#: 336501St. Petersburg, FL 33710

TRUST BUT VERIFY

Monitor Jonathan Henrich

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Jaime Valencia
John ValenciaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LARGO, FL
LG
Lee GorgasAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
IAR
RR
Tampa, FL
AC
Anita CepedaAdvisorCheck Check Mark
MORGAN STANLEY
RR
Tampa, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics