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JT

Jonathon C. Tyler

CALEO CAPITAL N.A.
Boca Raton, FL
Some features on this profile are disabled
CRD#: 8224726
JT
Jonathon Charles TylerCALEO CAPITAL N.A.

Professional summary

Jonathon Charles Tyler is a registered financial advisor currently at CALEO CAPITAL N.A. LLC located in Boca Raton, Florida.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jonathon has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Jonathon Charles Tyler'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

June 25, 2026 - Present

CALEO CAPITAL N.A. LLC

RIA
CRD#: 308542
Boca Raton, 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".
CC
CALEO CAPITAL N.A. LLC
CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

RIA
Registered Investment Advisory firm - (12/3/2025 Approved)
Florida
Registered Investment Advisory firm - (5/25/2023 Approved)
Texas
Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)

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
Florida
(6/25/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/25/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/17/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/28/2025
Securities Industry Essentials Examination

Current Firm

CC
CALEO CAPITAL N.A. LLC
CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

RIA
Registered Investment Advisory firm - (12/3/2025 Approved)
Florida
Registered Investment Advisory firm - (5/25/2023 Approved)
Texas
Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)
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Contact information

Main Address
90 Fort Wade Road Suite 100, Ponte Vedra, FL 32081
Mailing Address
Phone number
(609) 838-1245
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CALEO CAPITAL FORM ADV PART IA (8/27/2025)
ANTHONY PRIVETERA FORM ADV PART 2B (8/27/2025)
DARYL BARTKUNSKY FORM ADV PART 2B (3/26/2025)
SHELDON-SCOTT HALCROW ADV PART 2B (3/26/2025)
DARRYN THOMAS FORM ADV PART 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts190
AUM (Assets Under Management)$ 100,825,200

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

CALEO CAPITAL N.A. LLC

CRD#: 308542Boca Raton, FL

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