Jonathan Mohoney (CRD# 5370134) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jango Diagnostics | Fitchburg, WI | Oct 2019 - Current | 4 |
| Deutsche Bank Securities Inc. | San Trancisco, CA | Feb 2010 - Current | 14 |
| Suki Ai, LLC | Redwood City, CA | Sep 2021 - Jul 2022 | < 1 |
| Manitou Consulting Services | Madison, WI | Jan 2018 - May 2020 | 2 |
| Google LLC | Mountain View, CA | Oct 2016 - May 2019 | 2 |
| Ayasdi | Menlo Park, CA | Aug 2014 - Sep 2016 | 2 |
| Investor Growth Capital | Menlo Park, CA | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management325MILLIONS
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Total Number of Accounts1,534ACCOUNTS
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Average Account Value$211,874
- A percentage of assets under your management
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