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Jonathan Max Ball

Intrinsic Asset LLC

Lantana, FL

CRD 5247870

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Employer firm

Intrinsic Asset LLC CRD 174547

$3.27M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Intrinsic Asset Llc

Lantana, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-07
  • FL RA
    APPROVED
    Since 2026-04-07

Branch Locations

Lantana, FL • 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
Intrinsic Asset Llc Lantana FL 08/2016 Present
Intrinsic Asset Llc Lantana FL 08/2016 Present
Previous Registrations
  • 2016-09-15 → 2025-12-31
    Intrinsic Asset Llc
    South Orange, NJ
    Lantana, FL
    Lantana, FL
    West Palm Beach, FL
  • 2006-12-18 → 2012-12-31
    Jmb Capital
    Boynton Beach, FL
    Scottsdale, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-03
  • S65 Uniform Investment Adviser Law Examination
    2016-06-03
Other Names
  • Jonathan Ball

View on SEC IAPD

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