Jonathan W. Pacheco Figueroa

CHAPEL BRIDGE WEALTH ADVISORS

San Juan, PR 00901

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CRD#: 7069216

Professional summary

Jonathan Williams Pacheco Figueroa, who also goes by Jonathan Williams Pacheco, is a registered financial advisor currently at CHAPEL BRIDGE WEALTH ADVISORS located in San Juan, .

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Williams Pacheco

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Williams Pacheco Figueroa's CRS (Customer Relationship Summary).

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

September 30, 2024 - Present

CHAPEL BRIDGE WEALTH ADVISORS

Office #1: 53 Palmeras Street Suite 601, San Juan, PR 00901

RIA

CRD#: 313295

San Juan, PR

Past

June 20, 2023 - April 1, 2024

POPULAR SECURITIES, LLC

CRD#: 8096

SAN JUAN, PR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHAPEL BRIDGE WEALTH ADVISORS

CHAPEL BRIDGE WEALTH ADVISORS | CHAPEL BRIDGE WEALTH ADVISORS, LLC

CRD#: 313295 / SEC#: 801-125816

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

Ohio

Registered Investment Advisory firm - (6/8/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(11/5/2024)

IAR

Puerto Rico
(9/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/20/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/12/2021

Securities Industry Essentials Examination

Current Firm

CHAPEL BRIDGE WEALTH ADVISORS

CHAPEL BRIDGE WEALTH ADVISORS | CHAPEL BRIDGE WEALTH ADVISORS, LLC

CRD#: 313295 / SEC#: 801-125816

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

Ohio

Registered Investment Advisory firm - (6/8/2022 Terminated)

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Contact information

Main Address

53 Palmeras Street Suite 601, San Juan, PR 00901

Mailing Address

Phone number

(614) 552-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHAPEL BRDIGE WEALTH ADVISORS, LLC ADV BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 182,104,017

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.

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Jonathan W. Pacheco Figueroa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Williams Pacheco Figueroa's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHAPEL BRIDGE WEALTH ADVISORS

POPULAR SECURITIES, LLC

Primary Firm SEC Registration

CHAPEL BRIDGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2024

Series 7TO

Date: 6/20/2023

SIE

Date: 8/12/2021

Current Firm

CHAPEL BRIDGE WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHAPEL BRIDGE WEALTH ADVISORS

TRUST BUT VERIFY

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