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Jonathan Wilson

Summit Trail Advisors, LLC

Corte Madera, CA

New York, NY

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Current Employers
Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-16
  • CA RA
    APPROVED
    Since 2022-12-16

Branch Locations

Corte Madera, CA • United States

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • 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
Dill Plumbing San Rafael CA 08/2016 06/2017
Summit Trail Advisors, Llc San Francisco CA 06/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16

View on SEC IAPD

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