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JT

Jonathan N. Tantillo

STONEBRIDGE CAPITAL PARTNERS
NEWPORT BEACH, CA 92663
Some features on this profile are disabled
CRD#: 7836697
JT

Professional summary

Jonathan Nicholas Tantillo, who also goes by Jonathan N Tantillo, Jonathan Tantillo, is a registered financial professional currently at STONEBRIDGE CAPITAL PARTNERS LLC located in Newport Beach, California.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2024. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan N Tantillo | Jonathan Tantillo

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) - BD

Click below to view Jonathan Nicholas Tantillo'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

March 13, 2026 - Present

STONEBRIDGE CAPITAL PARTNERS LLC

Office #1: 201 Shipyard Way, Suite F, Newport Beach, CA 92663
BD
CRD#: 328918
NEWPORT BEACH, CA
Past

August 6, 2024 - February 8, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
San Francisco, CA
Past

March 2, 2024 - February 8, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
San Francisco, CA

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STONEBRIDGE CAPITAL PARTNERS LLC
ITINERANT-GPS US, LLC | STONEBRIDGE CAPITAL PARTNERS LLC

CRD#: 328918 / SEC#: , 8-71190

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Mailing Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Phone number
(949) 422-7528
Established
Delaware since 09/15/2023
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARGONAUT LLCDIRECT OWNER
ATTANASIO, ELIZABETH MARIEFINOP5325007
BARLOW, BRADLEYCEO, CCO, REGISTERED PRINCIPAL7837380

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

STONEBRIDGE CAPITAL PARTNERS LLC

CRD#: 328918Newport Beach, CA 92663

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