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JF

Jonathan A. Farmer

BELZBERG & CO.
NEW YORK, NY 10019
Some features on this profile are disabled
CRD#: 7403276
JF
Jonathan Andrew FarmerBELZBERG & CO.

Professional summary

Jonathan Andrew Farmer, who also goes by Jonathan Farmer, is a registered financial advisor currently at BELZBERG & CO. located in New York, New York and BELZBERG CAPITAL located in New York, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jonathan has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, Series 7TO and SIE exams.

Aliases

Jonathan Farmer

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 Andrew Farmer'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

July 2, 2026 - Present

BELZBERG & CO.

Office #1: 680 Fifth Avenue 24th Floor, New York, NY 10019
RIA
CRD#: 315114
NEW YORK, NY
Current

July 2, 2026 - Present

BELZBERG CAPITAL

Office #1: 680 5th Ave Floor 24, New York, NY 10019
BD
CRD#: 321600
New York, NY
Past

October 21, 2022 - June 9, 2026

MORGAN STANLEY

RIA
CRD#: 149777
New York, NY
Past

August 23, 2022 - June 9, 2026

MORGAN STANLEY

BD
CRD#: 149777
New York, NY
Past

October 23, 2021 - July 25, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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".
B&
BELZBERG & CO.
BELZBERG & CO. | BELZBERG INVESTMENTS LLC

CRD#: 315114 / SEC#: 801-122124

RIA
Registered Investment Advisory firm - (8/20/2021 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/2/2026)
IAR
California
(7/3/2026)
RR
Connecticut
(7/2/2026)
RR
New York
(7/2/2026)
IAR
New York
(7/2/2026)
RR
Ohio
(7/4/2026)
RR
Pennsylvania
(7/2/2026)
RR
Texas
(7/2/2026)
IAR
Texas
(7/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/21/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/29/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 7/2/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/15/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BELZBERG & CO.
BELZBERG & CO. | BELZBERG INVESTMENTS LLC

CRD#: 315114 / SEC#: 801-122124

RIA
Registered Investment Advisory firm - (8/20/2021 Approved)
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Contact information

Main Address
589 Fifth Avenue Suite 1602, New York, NY 10017
Mailing Address
Phone number
(212) 390-9768
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BELZBERG INVESTMENTS LLC ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts89
AUM (Assets Under Management)$ 1,698,199,578

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

BELZBERG & CO.

CRD#: 315114New York, NY 10019

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