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Jonathan Zabel Jonson

Compound Planning, Inc.

Bellingham, WA

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-02-14
  • WA RA
    APPROVED
    Since 2024-02-14

Branch Locations

Bellingham, WA • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
Bear Mountain Capital Inc. Seattle WA 11/2017 02/2024
Pricewaterhouse Coopers Llp Seattle WA 10/2015 05/2017
Unemployed Seattle WA 06/2017 10/2017
Compound Planning New York NY 02/2024 Present
  • 11/2017 → 02/2024
    Bear Mountain Capital Inc.
    Seattle, WA
  • 10/2015 → 05/2017
    Pricewaterhouse Coopers Llp
    Seattle, WA
  • 06/2017 → 10/2017
    Unemployed
    Seattle, WA
  • 02/2024 → Present
    Compound Planning
    New York, NY
Previous Registrations
Other Businesses

Contract employment for small family run accounting/bookkeeping business, Jonson Accounting Services LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-20
  • S65 Uniform Investment Adviser Law Examination
    2017-11-20
Other Names
  • Jonathan Richard Jonson

View on SEC IAPD

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