Jonathan Mandwelle
Investment adviser representative at J. Mandwelle Capital Management
36 yearsExperience
1 stateRegistered in
$60.9MFirm assets
8 yearsFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- J. Mandwelle Capital ManagementApr 2021 to now
- J. Mandwelle Capital Strategies, LLCDec 2011 to now
- Suny AdirondackSep 2010 to now
- Crandell Financial GroupNov 2001 to now
- Raymond James Financial Services, Inc.Jan 1999 to now
- Jonathan Manowelle Cpa/fin PlannerSep 1994 to now
- Jonathan Manowelle CpaMay 1991 to now
- Jonathan Mandwelle, CpaApr 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
J. Mandwelle Capital Management
Legal name: J. Mandwelle Capital Strategies, LLC
$60.9MAssets managed
143Clients
1Advisers
8 yearsIn 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
- 2493454
- Firm CRD
- 166330