Jonathan Mandwelle

Current Employers

J. Mandwelle Capital Management

Queensbury, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-16

NY RA
APPROVED

Since 2021-04-16

Branch Locations

Queensbury, NY • 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

Organization	City	State	From	To
Jonathan Mandwelle, Cpa	Queensbury & Hudson Falls	NY	04/1990	Present
Jonathan Manowelle Cpa	Queensbury	NY	05/1991	Present
Jonathan Manowelle Cpa/Fin Planner	Queensbury	NY	09/1994	Present
Raymond James Financial Services, Inc.	Saratoga Springs	NY	01/1999	Present
Crandell Financial Group	Glens Falls	NY	11/2001	Present
Suny Adirondack	Queesnbury	NY	09/2010	Present
J. Mandwelle Capital Strategies, Llc	Glens Falls	NY	12/2011	Present

04/1990 → Present

Jonathan Mandwelle, Cpa

Queensbury & Hudson Falls, NY
05/1991 → Present

Jonathan Manowelle Cpa

Queensbury, NY
09/1994 → Present

Jonathan Manowelle Cpa/Fin Planner

Queensbury, NY
01/1999 → Present

Raymond James Financial Services, Inc.

Saratoga Springs, NY
11/2001 → Present

Crandell Financial Group

Glens Falls, NY
09/2010 → Present

Suny Adirondack

Queesnbury, NY
12/2011 → Present

J. Mandwelle Capital Strategies, Llc

Glens Falls, NY

Other Businesses

1.SUNY ADIRONDACK, QUEESNBURY, NY. ADJUNCT COLLEGE INSTRUCTOR. STARTED 09/21/2010. 5 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2. J. MANDWELLE CAPITAL STRATEGIES, LLC- GLENS FALLS, NY. OWNER OF LLC. ACCOUNTING, CPA, TAX PREPARATION. STARTED 12/15/2011 TO PRESENT. 40 HOURS WEEKLY, 35 DURING TRADING HOURS. 3. J. MANDWELLE CAPITAL MANAGEMENT, INVESTMENT RELATED; 07/2015; INSURANCE AGENT; LESS THAN 30 HOURS PER MONTH; SALES OF VARIOUS INSURANCE PRODUCTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-11-20
S63	Uniform Securities Agent State Law Examination	1994-06-09

S65 Uniform Investment Adviser Law Examination

2012-11-20
S63 Uniform Securities Agent State Law Examination

1994-06-09