Inactive

Jonathan Scott Clements

Brio Financial Group

San Francisco, CA

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Current Employers

Brio Financial Group

19 Sutter Street, San Francisco, CA 94104 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-03-11
CA	RA	APPROVED	2021-11-29

CO RA
APPROVED

Since 2024-03-11
CA RA
APPROVED

Since 2021-11-29

Branch Locations

Denver, CO • United States

19 Sutter Street, San Francisco, CA 94104 • 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
Bny Mellon	San Francisco	CA	01/2016	03/2020
Franklin Templeton	San Mateo	CA	03/2020	05/2021
Unemployed	Walnut Creek	CA	05/2021	09/2021
Brio Financial Group	San Francisco	CA	09/2021	Present

01/2016 → 03/2020

Bny Mellon

San Francisco, CA
03/2020 → 05/2021

Franklin Templeton

San Mateo, CA
05/2021 → 09/2021

Unemployed

Walnut Creek, CA
09/2021 → Present

Brio Financial Group

San Francisco, CA

Previous Registrations

2008-12-09 → 2012-06-25

Zions Capital Advisors, Inc.

Salt Lake City, UT

Salt Lake City, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-29

S65 Uniform Investment Adviser Law Examination

2021-11-29

Other Names

Clements Jonathan

View on SEC IAPD

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