Jonathan Arntz

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 04/2021
  Securities America, Inc
  Farmington Hills, MI
• 12/2011 → 04/2021
  Securities America Advisors, Inc.
  West Bloomfield, MI
• 02/2018 → 06/2024
  Cedar Brook Financial Partners, Llc/Dba Cedar Brook Group
  Harper Woods, MI
• 04/2021 → 06/2024
  Cadaret, Grant & Co., Inc.
  Harper Woods, MI
• 06/2024 → Present
  Ses Llc
  Harper Woods, MI
• 06/2024 → Present
  Seia Llc
  Harper Woods, MI

Previous Registrations

• 2018-03-05 → 2024-07-01
  Cedar Brook Group
  West Bloomfield, MI
  Commerce Twp, MI
• 2021-04-07 → 2024-06-17
  Cadaret, Grant & Co., Inc.
  Cleveland, OH
  Syracuse, NY
  Commerce Twp., MI
  Cleveland, OH
  Syracuse, NY
  Harper Woods, MI
  Syracuse, NY
• 2011-12-08 → 2021-04-13
  Securities America Advisors, Inc.
  West Bloomfield, MI
• 2010-02-05 → 2012-05-24
  The Professional Advisor Group, Llc
  West Bloomfield, MI
• 2001-03-12 → 2002-11-12
  Fsc Securities Corporation
  Farmington Hills , MI

Other Businesses

1) INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6-14-2024 ADDRESS: 20250 Harper Ave., Harper Woods, MI 48225, United States DESCRIPTION: Insurance sales and service consistent with financial planning. 2) SEIA LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/14/2024 ADDRESS: 20250 Harper Ave., Harper Woods, MI 48225, United States DESCRIPTION: RIA sales & service

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1994-01-14

Designations

• Certified Financial Planner

Other Names

• Jonathan Douglas Arntz