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Jonathan Tomassi

Star Wealth Advisors

Boca Raton, FL

Manalapan, NJ

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Current Employers
Star Wealth Advisors

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-11
NJ RA APPROVED 2026-02-17
  • FL RA
    APPROVED
    Since 2026-08-11
  • NJ RA
    APPROVED
    Since 2026-02-17

Branch Locations

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432 • United States

198 Route 9 North Suite 203, Manalapan, NJ 07726 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deutsche Bank New York NY 06/2014 09/2017
Citigroup New York NY 09/2017 09/2019
Rocket Mortgage/Quicken Loans Detroit MI 09/2019 03/2021
Lakeview Loan Servicing Llc Miami FL 03/2021 10/2022
New York Life Insurance Company Staten Island NY 08/2022 11/2025
Nylife Securities Llc Staten Island NY 01/2023 11/2025
Eagle Strategies Llc Staten Island NY 12/2023 11/2025
Unemployed Lopatcong NJ 12/2025 01/2026
Star Wealth Advisors Manalapan NJ 02/2026 Present
  • 06/2014 → 09/2017
    Deutsche Bank
    New York, NY
  • 09/2017 → 09/2019
    Citigroup
    New York, NY
  • 09/2019 → 03/2021
    Rocket Mortgage/Quicken Loans
    Detroit, MI
  • 03/2021 → 10/2022
    Lakeview Loan Servicing Llc
    Miami, FL
  • 08/2022 → 11/2025
    New York Life Insurance Company
    Staten Island, NY
  • 01/2023 → 11/2025
    Nylife Securities Llc
    Staten Island, NY
  • 12/2023 → 11/2025
    Eagle Strategies Llc
    Staten Island, NY
  • 12/2025 → 01/2026
    Unemployed
    Lopatcong, NJ
  • 02/2026 → Present
    Star Wealth Advisors
    Manalapan, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2023-02-21

View on SEC IAPD

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ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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