Jonathan Leo Petrie

Current Employers

Employment History

• 02/2015 → 07/2025
  Cadaret, Grant & Co., Inc.
  Orchard Park, NY
• 11/2022 → Present
  Wny Asset Management
  Williamsville, NY
• 01/2015 → Present
  Clearplan Financial Inc.
  Orchard Park, NY
• 07/2025 → Present
  Lpl Financial Llc
  Orchard Park, NY

Previous Registrations

• 2015-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Orchard Park, NY
  Orchard Park, NY

Other Businesses

1. 07/10/2025- Petrie & Mohr Wealth Management, LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 1 Hour Per Month- 1 Hour During Trading 2. 07/10/2025- ClearPlan Financial, Inc.-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2016- 200 Hours Per Month- 200 Hours During Trading 3. 07/10/2025- ClearPlan Financial, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2016- 3 Hours Per Month- 3 Hours During Trading 4. 07/10/2025- ClearPlan Financial, Inc.- Notary- INV Related- At Reported Business Location(s)- Start date 11/15/2021 5. 07/18/2025 - WNY Asset Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/01/2022 - 40 hours per month/ during trading - I provide investment advisory services through WNY Asset Management, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-28

Designations