Jonathan Claude Kratsas

Current Employers

Employment History

• 01/2004 → Present
  Mercadante & Company, P.C.
  Conway, PA
• 09/2006 → 09/2025
  Avantax Investemnt Services, Inc.
  Conway, PA
• 08/2007 → 09/2025
  Avantax Advisory Services
  Conway, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Sewickley, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-08-17 → 2025-09-05
  Avantax Advisory Services
  Conway, PA
  Sewickley, PA

Other Businesses

1) Mercadante & Company, P.C. 1121 11th Street~Conway~PA~15027~Tax Preparation/Accounting~Partner/General Partner~1/1/2004~160hrs~160hrs~CPA Firm, Managing Partner 2) Fiduciary Appointment-Trustee 1121 11th Street~Conway~PA~15027~3/17/2009~0hrs~0hrs~When the second spouse passes away, I will ensure the beneficiairies receive the insurance proceeds as prescribed in the Trust document 4) Kratsas Real Estate Management LLC 1303 Aviara Place~Gibsonia~PA~15044~Rental Property~Owner~12/3/2015~1hrs~1hrs~Short term rental of vacation home| 5) KRATSAS WEALTH MANAGEMENT POSITION: President / Founder NATURE: This is the DBA name for the Wealth Management business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/16/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: This is the DBA for the Wealth Management business

Exams

• S66 Uniform Combined State Law Examination
  2006-10-31