Jonathan Edward Fonash
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 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
12 years in the industry.
- Transamerica Financial Advisors, LLCJun 2024 to now
- WfgiaMay 2024 to now
- Infinex Investments/advisor Group/osaicJul 2018 to May 2024
- Capital OneMay 2014 to Jul 2018
- Capital One Financial AdvisorsMay 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IA, NJ).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 5023599
- Firm CRD
- 16164