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Jonah Thompson Haney

Cerity Partners LLC

New York, NY

Cincinnati, OH

CRD 8219335

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-23
  • OH RA
    APPROVED
    Since 2026-03-23

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

300 E Business Way Suite 100A, Cincinnati, OH 45241 • 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
Cerity Partners Llc New York NY 05/2025 07/2025
Grass!365 Lexington KY 05/2024 05/2025
Desparados Cantina Lexington KY 11/2023 05/2024
University Of Kentucky Lexington KY 08/2022 12/2025
Georgia College & State University Milledgeville GA 08/2021 05/2022
Sequoyah High School Canton GA 08/2017 05/2021
Cerity Partners Llc New York NY 01/2026 Present
Full-Time Education Canton GA 01/2016 05/2017
  • 05/2025 → 07/2025
    Cerity Partners Llc
    New York, NY
  • 05/2024 → 05/2025
    Grass!365
    Lexington, KY
  • 11/2023 → 05/2024
    Desparados Cantina
    Lexington, KY
  • 08/2022 → 12/2025
    University Of Kentucky
    Lexington, KY
  • 08/2021 → 05/2022
    Georgia College & State University
    Milledgeville, GA
  • 08/2017 → 05/2021
    Sequoyah High School
    Canton, GA
  • 01/2026 → Present
    Cerity Partners Llc
    New York, NY
  • 01/2016 → 05/2017
    Full-Time Education
    Canton, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-14

View on SEC IAPD

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Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
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