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JD

Jonathan P. Debrito

MRA ADVISORY GROUP
SARASOTA, FL 34240
Some features on this profile are disabled
CRD#: 7800393
JD

Professional summary

Jonathan Philip Debrito is a registered financial advisor currently at MRA ADVISORY GROUP located in Sarasota, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Philip Debrito'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

August 29, 2023 - Present

MRA ADVISORY GROUP

Office #1: 6901 Professional Pky E Suite 200, Sarasota, FL 34240
RIA
CRD#: 287933
SARASOTA, FL

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".
MA
MRA ADVISORY GROUP
MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP

CRD#: 287933 / SEC#: 801-110363

RIA
Registered Investment Advisory firm - (5/16/2017 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.

Highlighted states indicate IAR registrations

IAR
New York
(8/29/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/24/2023
Uniform Investment Adviser Law Examination

Current Firm

MA
MRA ADVISORY GROUP
MORRIS RETIREMENT ADVISORS, LLC | MRA ADVISORY GROUP

CRD#: 287933 / SEC#: 801-110363

RIA
Registered Investment Advisory firm - (5/16/2017 Approved)
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Contact information

Main Address
6901 Professional Pky E Suite 200, Sarasota, FL 34240
Mailing Address
14 Walsh Drive Suite 302, Parsippany, NJ 07054
Phone number
(844) 672-7623
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MRA FIRM BROCHURE (1/12/2026)
MRA WRAP FEE BROCHURE (1/12/2026)
MRA FIRM BROCHURE - BRAZILIAN FINAL (1/12/2026)

Regulatory assets under management

Total Number of Accounts401
AUM (Assets Under Management)$ 293,619,805

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

MRA ADVISORY GROUP

CRD#: 287933Sarasota, FL 34240

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