Jonathan Scott Xynidis
Investment adviser representative at Xcel Wealth Management, LLC
8 yearsExperience
2 statesRegistered in
$497.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Xcel Wealth Management, LLCOct 2019 to now
- Xcel Wealth ManagmentOct 2011 to now
- Purshe Kaplan SterlingOct 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Xcel Wealth Management, LLC
$497.9MAssets managed
334Clients
3Advisers
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
- 4174055
- Firm CRD
- 158863