Jonathan P English

Current Employers

Employment History

• 12/2011 → 04/2022
  Corda Investment Managment
  Houston, TX
• 08/2022 → 04/2023
  Portfolio Dynamix
  The Woodlands, TX
• 08/2022 → 04/2023
  Portfolio Dynamix
  The Woodlands, TX
• 04/2022 → 08/2022
  Unemployed
  The Woodlands, TX
• 01/2023 → 05/2023
  Awm Financial Services Inc.
  The Woodlands, TX
• 05/2023 → Present
  Luca Wealth Management
  Katy, TX
• 09/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 07/2023 → 09/2025
  Foundations Investment Advisors
  Katy, TX
• 01/2024 → Present
  Luca Financial
  Katy, TX

Previous Registrations

• 2023-06-28 → 2025-09-02
  Foundations Investment Advisors Llc
  Katy, TX
  Phoenix, AZ
• 2023-01-09 → 2023-05-01
  Awm Financial Services Inc.
  The Woodlands, TX
• 2022-09-15 → 2023-04-26
  Portfolio Dynamix
  The Woodlands, TX
• 2012-07-24 → 2022-04-20
  Corda Investment Management, Llc
  Houston, TX
• 2003-05-15 → 2004-10-12
  Banc One Securities Corporation
  Plano, TX
• 2002-09-20 → 2003-04-25
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

1.) LUCA Financial; not investment related; 24285 Katy Fwy Suite 300 Katy, TX 77494; Accounting and Tax Advisory arm of LUCA; Business Development; 01/2024; 10-15 hrs/mo; 10 hrs/mo; help with tax / acct plan sales 2.) LUCA Wealth Management; investment related; 24285 Katy Fwy Suite 300 Katy, TX 77494; AUM, FIA, Life Insurance; Owner; 07/2023; 40+ hrs/mo; 40+ hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-23
• S66 Uniform Combined State Law Examination
  2001-11-28

Other Names

• Jon P English
• Jonathan Parker English
• Jonathan P English