Johnathan Irions

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CRD#: 7189103

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.

Johnathan Irions, who also goes by Johnathan D Irions, was a registered financial professional .

Johnathan is a previously registered financial professional and started their career in finance in 2019. Johnathan had worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Johnathan D Irions

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)

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

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

Past

September 4, 2025 - January 27, 2026

GOLDSTONE FINANCIAL GROUP, LLC

RIA

CRD#: 222520

OAKBROOK TERRACE, IL

Past

April 18, 2025 - August 15, 2025

EDGE FINANCIAL ADVISORS, LLC

RIA

CRD#: 136426

WHEATON, IL

Past

April 2, 2024 - March 26, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

DOWNERS GROVE, IL

Past

March 28, 2024 - March 26, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DOWNERS GROVE, IL

Past

July 28, 2023 - February 23, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

WINNETKA, IL

Past

July 28, 2023 - February 23, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

WINNETKA, IL

Past

March 29, 2023 - June 8, 2023

NYLIFE SECURITIES LLC

CRD#: 5167

DEERFIELD, IL

Past

August 10, 2021 - March 21, 2023

LINCOLN INVESTMENT

RIA

CRD#: 519

LOMBARD, IL

Past

August 10, 2021 - March 21, 2023

CAPITAL ANALYSTS

RIA

CRD#: 162200

Lombard, IL

Past

August 10, 2021 - March 21, 2023

LINCOLN INVESTMENT

CRD#: 519

LOMBARD, IL

Past

July 29, 2020 - August 19, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

Frankfort, IL

Past

April 20, 2020 - May 27, 2020

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHICAGO, IL

Past

November 2, 2019 - February 5, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

DOWNERS GROVE, IL

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".

GOLDSTONE FINANCIAL GROUP, LLC

CRD#: 222520 / SEC#: 801-99350

RIA

Registered Investment Advisory firm - (6/5/2015 Approved)

Illinois

Registered Investment Advisory firm - (1/20/2016 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.

Visual representation of state registrations

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

State Security Law Exam

IAR

Series 65

Date: 8/2/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/28/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 11/2/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 8/31/2019

Securities Industry Essentials Examination

Current Firm

GOLDSTONE FINANCIAL GROUP, LLC

CRD#: 222520 / SEC#: 801-99350

RIA

Registered Investment Advisory firm - (6/5/2015 Approved)

Illinois

Registered Investment Advisory firm - (1/20/2016 Terminated)

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Contact information

Main Address

18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181

Mailing Address

Phone number

(630) 620-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A-GOLDSTONE FINANCIAL GROUP, LLC (12/16/2025)

GOLDSTONE FINANCIAL GROUP, LLC WRAP FEE PROGRAM (3/31/2025)

Regulatory assets under management

Total Number of Accounts	4,083
AUM (Assets Under Management)	$ 917,456,867

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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Advisor Monitoring

Firm Stability Insights

Johnathan Irions

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EDGE FINANCIAL ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

NYLIFE SECURITIES LLC

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LINCOLN INVESTMENT

PRUCO SECURITIES, LLC.

HORNOR, TOWNSEND & KENT, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

GOLDSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2021

Series 63

Date: 11/11/2019

Series 7TO

Date: 5/28/2024

Series 6TO

Date: 11/2/2019

SIE

Date: 8/31/2019

Current Firm

GOLDSTONE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDSTONE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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