Best Investors
Account
Sign in
Best Investors
Account
Sign in
55 Broadway 3Rd Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zolfo Cooper | New York | NY | 08/2015 | 10/2018 |
| Alixpartners | New York | NY | 11/2018 | 01/2021 |
| The Cavalcade Group | New York | NY | 01/2021 | Present |
| Cavalcade Capital Llc | New York | NY | 11/2022 | Present |
| Cavalcade Capital Llc | New York | NY | 02/2024 | Present |
Jon is the Founder and President of The Cavalcade Group, a New York based family investment firm located at 55 Broadway 3rd Floor, New York, NY, 10006. The Cavalcade Group operates as a single family office providing portfolio and direct investment advisory primarily to a family client since January 2021. This business takes approximately 80 hours/month of capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
Reach out to this advisor