Jonathan Stephen Powell

Employer firm

Summit Trail Advisors, LLC CRD 220519

$19.9B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
OUTSOURCED CHIEF INVESTMENT OFFICER SERVICES/ FAMILY OFFICE SERVICES

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

Current Employers

Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-04-08
CA	RA	APPROVED	2025-06-03
NY	RA	APPROVED	2025-06-03

CT RA
APPROVED

Since 2026-04-08
CA RA
APPROVED

Since 2025-06-03
NY RA
APPROVED

Since 2025-06-03

Branch Locations

Wilton, CT • United States

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • 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
Summit Trail Advisors, Llc	New York	NY	09/2015	Present
Summit Trail Securities, Llc	New York	NY	03/2017	Present

09/2015 → Present

Summit Trail Advisors, Llc

New York, NY
03/2017 → Present

Summit Trail Securities, Llc

New York, NY

Previous Registrations

2014-03-07 → 2015-08-08

Barclays Capital Inc.

San Francisco, CA

Other Businesses

1. SUMMIT TRAIL ADVISORS, LLC, INVESTMENT RELATED, 555 MISSION STREET, 32nd Floor, SAN FRANCISCO, CA 94105, RIA, POSITION: ASSOCIATE, START DATE: 07/24/2015, 160 HOURS DEVOTED A MONTH, 160 HOURS/MONTH DURING SECURITIES TRADING HOURS, DUTIES: SALES ASSOCIATE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-07

S66 Uniform Combined State Law Examination

2014-03-07

Designations

Chartered Financial Analyst

View on SEC IAPD