Jonathan Dale Webb
Investment adviser representative at Pathway Financial Solutions, Inc.
34 yearsExperience
2 statesRegistered in
$135.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Pathway Financial Solutions, Inc.Mar 2026 to now
- Purshe Kaplan Sterling InvestmentsMar 2026 to now
- Pathway Insurance Group Advisors, LLCJan 2025 to now
- Ofg Financial Services, Inc.Nov 1992 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Pathway Financial Solutions, Inc.
$135.3MAssets managed
309Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306209
- Firm CRD
- 340594