Jonathan Lewis Goldston

Current Employers

Employment History

• 08/2002 → 02/2023
  Massmutual Life Insurance Company
  Cleveland, MA
• 08/2002 → 02/2023
  Mml Investors Service
  Cleveland, OH
• 09/2002 → 02/2023
  Skylight Financial Services
  Cleveland, OH
• 02/2023 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Goldston Financial, Llc
  Brecksville, OH

Previous Registrations

• 2003-05-15 → 2023-03-15
  Mml Investors Services, Llc
  Cleveland, OH
  Cleveland, OH

Other Businesses

1 NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 08/2022, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 18, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND FIXED ANNUITIES 2 NAME OF OTHER BUSINESS: FHT ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 45, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3.NAME OF OTHER BUSINESS: SKYLIGHT FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 2012 W.25TH ST., SUITE 900, CLEVELAND, OH, 44113, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2018, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 30, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REVIEW OF EVENTS IN SUPPORT OF BOARD. VOTING RIGHTS FOR APPROVAL OF FUND DISTRIBUTION.; 4. NAME OF OTHER BUSINESS: TOMA GOLDSTON FINANCIAL LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY TO FACILITATE BUYOUT PLAN; 5. NAME OF OTHER BUSINESS: GOLDSTON FINANCIAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: LLC FOR EXPENSE MANAGEMENT PURPORSES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-04-10