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Jonathon Neil Lenehan

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-09
  • OH RA
    APPROVED
    Since 2026-02-09

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
St. Edward High School Lakewood OH 08/2014 05/2018
Lakewood Hardware Lakewood OH 05/2017 08/2017
South Shore Cable Cleveland OH 05/2018 08/2018
University Of Kentucky Lexington KY 08/2018 07/2022
Proforma Westlake OH 12/2020 02/2021
Equitable Advisors Llc New York NY 08/2022 Present
  • 08/2014 → 05/2018
    St. Edward High School
    Lakewood, OH
  • 05/2017 → 08/2017
    Lakewood Hardware
    Lakewood, OH
  • 05/2018 → 08/2018
    South Shore Cable
    Cleveland, OH
  • 08/2018 → 07/2022
    University Of Kentucky
    Lexington, KY
  • 12/2020 → 02/2021
    Proforma
    Westlake, OH
  • 08/2022 → Present
    Equitable Advisors Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-07
S63 Uniform Securities Agent State Law Examination 2022-09-20
  • S66 Uniform Combined State Law Examination
    2026-02-07
  • S63 Uniform Securities Agent State Law Examination
    2022-09-20
Other Names
  • Jonathon Lenehan
  • Jack Lenehan

View on SEC IAPD

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SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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