Jonathan W Mathews

Current Employers

Nautical Financial Planning

Gambrills, MD • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-11-11

MD RA
APPROVED

Since 2024-11-11

Branch Locations

Gambrills, MD • 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
Upraised Learning, Pbc	New York	NY	01/2013	08/2017
Block Advisors, Inc.	Kansas City	MO	09/2017	Present
Nautical Financial Planning Llc	Gambrills	MD	04/2018	Present

01/2013 → 08/2017

Upraised Learning, Pbc

New York, NY
09/2017 → Present

Block Advisors, Inc.

Kansas City, MO
04/2018 → Present

Nautical Financial Planning Llc

Gambrills, MD

Previous Registrations

2011-01-03 → 2011-02-22

Edward Jones

St Louis, MO

Other Businesses

Block Advisors. Tax Related (non-investment related). 2618 Brandermill Blvd, Gambrills, MD 21054. Personal and Business Tax Prep and Planning, Tax Advisor. Relationship since September 2017, average commitment 33% on an annualized basis.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-31

S66 Uniform Combined State Law Examination

2010-12-31

Designations

Other Names

Jon Mathews
Jonathan Mathews

View on SEC IAPD