Jonathan D. Everett

FIRST RANK FINANCIAL

SANTEE, SC

CRD#: 8225738

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Professional summary

Jonathan Dale Everett, who also goes by Jon Everett, is a registered financial advisor currently at FIRST RANK FINANCIAL located in Santee, South Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jonathan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Jon Everett

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 Dale Everett's 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

April 27, 2026 - Present

FIRST RANK FINANCIAL

RIA

CRD#: 340836

SANTEE, SC

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

South Carolina
(4/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2026

Uniform Investment Adviser Law Examination

Current Firm

FIRST RANK FINANCIAL

FIRST RANK FINANCIAL | FIRST RANK FINANCIAL LLC

CRD#: 340836 / SEC#:

South Carolina

Registered Investment Advisory firm - (4/27/2026 Approved)

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Contact information

Main Address

Santee, SC

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Jonathan D. Everett

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dale Everett's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST RANK FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2026

Current Firm

FIRST RANK FINANCIAL

Contact information

Documents

Red Flags

Company Information

FIRST RANK FINANCIAL

TRUST BUT VERIFY

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