Jonathan Malone

Current Employers

Employment History

• 03/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 07/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 06/2021
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 06/2021 → 06/2026
  Centaurus Financial Inc.
  Anaheim, CA
• 06/2026 → 07/2026
  Castle Securities, Llc
  Mooresville, NC
• 06/2021 → Present
  Castle Wealth Grouip
  Mooresville, NC
• 06/2026 → Present
  Castle Insurance Group, Llc
  Mooresville, NC
• 06/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2021-06-17 → 2026-07-06
  Centaurus Financial, Inc.
  Mooresville, NC
  Leesburg, VA
  Mooreville, NC
• 2019-03-01 → 2021-06-23
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 2016-07-27 → 2019-03-01
  Questar Asset Management, Inc.
  Charlotte, NC

Other Businesses

1.) CASTLE INSURANCE GROUP LLC - 6/1/2026 - 131 Plantation Ridge Drive, Suite 110, Mooresville, NC 28117 - Insurance Agent, Sell life insurance, fixed annuities & LTC, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) CASTLE WEALTH GROUP - 6/18/21 - 131 Plantation Ridge Drive, Suite 110, Mooresville, NC 28117 - CEO, FA services, Not Invt Rel, Branding name only, 40 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-26
• S63 Uniform Securities Agent State Law Examination
  2007-10-01

Other Names

• Jonathan Malone
• Jonathan Mackenzie Malone