Jonathan Elliott
Investment adviser representative at Optima Capital Management
23 yearsExperience
2 statesRegistered in
$150.3MFirm assets
1 yearFirm in business
Are you Jonathan Elliott? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Optima Capital ManagementSep 2019 to now
- Merrill LynchJan 2003 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Optima Capital Management
Legal name: Optima Capital Management LLC
$150.3MAssets managed
215Clients
3Advisers
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
- 4641046
- Firm CRD
- 306036