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JH

Jonathan Hyde

CRD# 707306·Registered 1980 - 1994
Previously Registered: Being a previously registered professional could mean that Jonathan 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.

Professional Summary

Jonathan Hyde was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 1980 - 1994. Jonathan had worked at 4 firms and has passed the Series 7 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

46 years in the financial services industry

Current & Past Employments

AMUNI FINANCIAL, INC.·CRD# 8365
BD
November 12, 1992 - March 16, 1994
MJK CLEARING, INC.·CRD# 8678
BD
January 22, 1990 - March 11, 1992
RICKEL & ASSOCIATES, INC.·CRD# 7839
BD
September 19, 1988 - January 19, 1990
MATTHEWS & WRIGHT, INC.·CRD# 7025
BD
April 24, 1980 - November 17, 1987

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Current Firm

AMUNI FINANCIAL, INC.
AMUNI FINANCIAL, INC.

AMERICAN MUNICIPAL SECURITIES, INC. | AMUNI FINANCIAL, INC.

CRD#: 8365 / SEC#: 801-120481, 8-25338
RIA
Registered Investment Advisory firm - SEC (3/11/2021 Approved)
Arkansas
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Florida
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Georgia
Registered Investment Advisory firm - SEC (3/17/2021 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Michigan
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Ohio
Registered Investment Advisory firm - SEC (3/11/2022 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (3/16/2021 Terminated)
Texas
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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).

Contact Information

Main Address

720 Second Ave S., St Petersburg, FL 33701

Mailing Address

P.o. Box 11749, St. Petersburg, FL 33733-9680

Phone Number

(727) 825-0522

Established

Florida since 08/18/1980

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

21

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A APPENDIX 1 (3/12/2026)

Direct owners and executive officers

NamePositionCRD#
PETAGNA, MICHAEL COOPERPRESIDENT AND CHIEF COMPLIANCE OFFICER5756933
ABELMAN, JARED BSR. VICE PRESIDENT5161601
DONOHUE, MARK KEVINSR. VICE PRESIDENT856777
KNIGHTON, EMILY RUTHCHIEF FINANCIAL OFFICER6265657

Regulatory Assets Under Management

Total Number of Accounts

454

AUM (Assets Under Management)

$194,623,000

Disclosures

Regulatory Event

2

Arbitration

1

Bond

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
05/05/2026Cover PageReport
09/25/2024Cover PageReport

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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.

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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".
AMUNI FINANCIAL, INC.
AMUNI FINANCIAL, INC.

AMERICAN MUNICIPAL SECURITIES, INC. | AMUNI FINANCIAL, INC.

CRD#: 8365 / SEC#: 801-120481, 8-25338
RIA
Registered Investment Advisory firm - SEC (3/11/2021 Approved)
Arkansas
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Florida
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Georgia
Registered Investment Advisory firm - SEC (3/17/2021 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Michigan
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
Ohio
Registered Investment Advisory firm - SEC (3/11/2022 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (3/16/2021 Terminated)
Texas
Registered Investment Advisory firm - SEC (3/15/2021 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7 — General Securities Representative Examination

Passed Apr 1980About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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