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Jonah Schachtel

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-18
  • NY RA
    APPROVED
    Since 2025-09-18

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • 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
Greenbrook & Crestmont Country Club West Orange NJ 05/2021 08/2021
Wisconsin Athletic Program Madison WI 05/2022 08/2022
Riley's Wines Of The World Madison WI 10/2022 01/2023
Summit Financial Madison WI 06/2023 08/2023
Wealthspire Advisors Llc New York NY 06/2024 Present
University Of Wisconsin Madison Madison WI 08/2020 06/2024
Middle/High School New York NY 08/2015 08/2020
  • 05/2021 → 08/2021
    Greenbrook & Crestmont Country Club
    West Orange, NJ
  • 05/2022 → 08/2022
    Wisconsin Athletic Program
    Madison, WI
  • 10/2022 → 01/2023
    Riley's Wines Of The World
    Madison, WI
  • 06/2023 → 08/2023
    Summit Financial
    Madison, WI
  • 06/2024 → Present
    Wealthspire Advisors Llc
    New York, NY
  • 08/2020 → 06/2024
    University Of Wisconsin Madison
    Madison, WI
  • 08/2015 → 08/2020
    Middle/High School
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18

View on SEC IAPD

Other Firms

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P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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