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Jonah Winter

SOLIC CAPITAL
ATLANTA, GA
·CRD# 8218831·1 year experience

Professional Summary

Jonah Winter is a registered financial advisor currently at SOLIC CAPITAL LLC located in Atlanta, Georgia. Jonah is registered as a RR (Registered Representative) and started their career in finance in 2026. Jonah has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

SOLIC CAPITAL LLC·CRD# 158911
BD
3284 Northside Parkway Suite 450, Atlanta, GA 30327
April 20, 2026 - Present

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Current Firm

SC
SOLIC CAPITAL LLC

SOLIC CAPITAL LLC

CRD#: 158911 / SEC#: 8-68942
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

444 West Lake Street Suite 2450, Chicago, IL 60606

Mailing Address

444 West Lake Street Suite 2450, Chicago, IL 60606

Phone Number

(847) 583-1618

Established

Delaware since 05/24/2011

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
GBH SOLIC HOLDCO LLCSOLE OWNER—
HAGOOD, GREGORY FELTONPRESIDENT2658389
LENART, BRIAN DOUGLASEXECUTIVE REP, CCO, AMLCO, CFO, FINOP, PFO/POO736107

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(4/20/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2026About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Mar 2026About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jonah Winter's CRS (Customer Relationship Summary).

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