Jonathan Charles Illig

Current Employers

Prudent Prospera Planning, Inc.

5506 Sunol Blvd, Suite 205, Pleasanton, CA 94566 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-20
AZ	RA	APPROVED	2021-06-25

CA RA
APPROVED

Since 2026-08-20
AZ RA
APPROVED

Since 2021-06-25

Branch Locations

Tuscon, AZ • United States

5506 Sunol Blvd, Suite 205, Pleasanton, CA 94566 • 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
Advanced Retirement Planning, Llc	Scottsdale	AZ	02/2016	Present
Arp Advisors, Llc	Tempe	AZ	12/2016	12/2021
Gebhardt Group, Inc.,	Lafayette	CA	04/2016	02/2017
Prudent Prospera Planning, Inc.	Tuscon	AZ	04/2021	Present

02/2016 → Present

Advanced Retirement Planning, Llc

Scottsdale, AZ
12/2016 → 12/2021

Arp Advisors, Llc

Tempe, AZ
04/2016 → 02/2017

Gebhardt Group, Inc.,

Lafayette, CA
04/2021 → Present

Prudent Prospera Planning, Inc.

Tuscon, AZ

Previous Registrations

2017-04-13 → 2021-12-08

Arp Advisors, Llc

Fountain Hills, AZ
2016-04-13 → 2017-02-23

Gebhardt Group, Inc

Scottsdale, AZ
2009-09-09 → 2011-09-27

Retirement Income And Inheritance Advisors, Llc

Scottsdale, AZ
2009-01-27 → 2009-11-12

Jci Retirement Income Advisors, Inc.

Scottsdale, AZ

Other Businesses

Insurance saInsurance sales (life insurance and fixed annuities) for commission via Advanced Retirement Planning, LLC. I also do consulting in the form of case analysis and preparation for other independent agents in exchange for a fee (non-investment related)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-14
S63	Uniform Securities Agent State Law Examination	1999-04-22

S65 Uniform Investment Adviser Law Examination

2016-03-14
S63 Uniform Securities Agent State Law Examination

1999-04-22

View on SEC IAPD