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Jonathan Edward Fonash

Transamerica Financial Advisors, LLC

Cedar Rapids, IA

Cherry Hill Township, NJ

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-06-07
NJ RA APPROVED 2024-06-06
  • IA RA
    APPROVED
    Since 2024-06-07
  • NJ RA
    APPROVED
    Since 2024-06-06

Branch Locations

6400 C St Sw, Cedar Rapids, IA 52499 • United States

Cherry Hill Township, NJ • 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
Capital One Financial Advisors Melville NY 05/2014 06/2018
Transamerica Financial Advisors Cedar Rapids IA 06/2024 Present
Wfgia Cedar Rapids IA 05/2024 Present
Capital One Mclean VA 05/2014 07/2018
Infinex Investments/Advisor Group/Osaic Meriden CT 07/2018 05/2024
  • 05/2014 → 06/2018
    Capital One Financial Advisors
    Melville, NY
  • 06/2024 → Present
    Transamerica Financial Advisors
    Cedar Rapids, IA
  • 05/2024 → Present
    Wfgia
    Cedar Rapids, IA
  • 05/2014 → 07/2018
    Capital One
    Mclean, VA
  • 07/2018 → 05/2024
    Infinex Investments/Advisor Group/Osaic
    Meriden, CT
Previous Registrations
  • 2018-07-02 → 2024-05-29
    Osaic Institutions, Inc.
    Cherry Hill, NJ
    Meriden, CT
  • 2015-01-28 → 2018-07-02
    Capital One Advisors, Llc
    Seattle, WA
    Wilmington, DE
    Mclean, VA
  • 2014-05-14 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
  • 2010-09-06 → 2014-05-02
    Bny Mellon Advisors, Inc.
    New York, NY
Other Businesses

As an employee of Transamerica Financial Advisors, Inc., employees may perform home office functions for other business units.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-02
S63 Uniform Securities Agent State Law Examination 2005-10-01
  • S66 Uniform Combined State Law Examination
    2010-09-02
  • S63 Uniform Securities Agent State Law Examination
    2005-10-01

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

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