Jonathon T. Vander Laan
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.
Jonathon Thomas Vander Laan, who also goes by Jonathon Thomas Vanderlaan, was a registered financial professional .
Jonathon is a previously registered financial professional and started their career in finance in 2022. Jonathon had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 4, 2024 - May 19, 2026
STONEBROOK PRIVATE LLC
February 13, 2023 - May 30, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 14, 2022 - May 30, 2024
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
STONEBROOK PRIVATE LLC
CRD#: 325434 / SEC#: 801-127617
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 10/14/2022
General Securities Representative ExaminationCurrent Firm
STONEBROOK PRIVATE LLC
CRD#: 325434 / SEC#: 801-127617
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,146 |
| AUM (Assets Under Management) | $ 936,969,533 |
Red Flags
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