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JP

Jonathan J. Powell

OBERLIN FINANCIAL INTERNATIONAL
Bryan, OH 43506
Some features on this profile are disabled
CRD#: 854442
JP

Professional summary

Jonathan James Powell, who also goes by Jon Powell, is a registered financial professional currently at OBERLIN FINANCIAL INTERNATIONAL, LLC located in Bryan, Ohio.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1978. Jonathan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 15, Series 5, Series 7, Series 1, Series 9, Series 10, Series 8, Series 24, Series 39 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jon Powell

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 James Powell'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

January 25, 2024 - Present

OBERLIN FINANCIAL INTERNATIONAL, LLC

Office #1: 208 North Lynn Street Po Box 711, Bryan, OH 43506
BD
CRD#: 294205
Bryan, OH
Past

January 5, 2018 - June 23, 2023

GORDIAN INVESTMENTS, LLC

BD
CRD#: 158611
Incline Village, NV
Past

July 31, 2008 - December 10, 2015

CASCADE FINANCIAL MANAGEMENT, INC.

BD
CRD#: 119030
DENVER, CO
Past

May 29, 2007 - December 6, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN FRANCISCO, CA
Past

May 29, 2007 - December 6, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN FRANCISCO, CA
Past

November 11, 2002 - February 5, 2003

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

May 1, 2002 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
TORRANCE, CA
Past

June 23, 1999 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
TORRANCE, CA
Past

July 31, 1993 - July 30, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 29, 1989 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 11, 1986 - January 26, 1988

PROMETHEUS CAPITAL, INC.

BD
CRD#: 15937
Past

July 12, 1978 - June 18, 1986

EQUITEC SECURITIES COMPANY

BD
CRD#: 6463

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/29/2024)
RR
Florida
(1/29/2024)
RR
Nevada
(1/25/2024)
RR
Ohio
(1/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/27/1995
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 15
Date: 5/9/1994
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 3/28/1994
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/1984
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 6/29/1978
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/8/1989
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 11/4/1985
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 39
Date: 2/16/1981
Direct Participation Programs Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/5/1980
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

OF
OBERLIN FINANCIAL INTERNATIONAL, LLC
GIA FINANCIAL | OBERLIN FINANCIAL INTERNATIONAL, LLC

CRD#: 294205 / SEC#: , 8-70110

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
208 North Lynn Street Po Box 711, Bryan, OH 43506
Mailing Address
208 North Lynn Street Po Box 711, Bryan, OH 43506
Phone number
(419) 636-1141
Established
Ohio since 12/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
OBERLIN, EARL CLIFFORD IIICEO/CCO847192
SALOMON MARIN, CAMILO ANDRESDIRECTOR OF INVESTMENT BANKING5333770

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

OBERLIN FINANCIAL INTERNATIONAL, LLC

CRD#: 294205Bryan, OH 43506

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