Jonathan Malone
Investment adviser representative at Castle Wealth Group
13 yearsExperience
1 stateRegistered in
$0Firm 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 assetsFixed or flat fee
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
13 years in the industry.
- Castle Wealth GroupJun 2026 to now
- Castle Insurance Group, LLCJun 2026 to now
- Simplicity InvestmentsJun 2026 to now
- Castle Wealth GrouipJun 2021 to now
- Castle Securities, LLCJun 2026 to Jul 2026
- Centaurus Financial Inc.Jun 2021 to Jun 2026
- Woodbury Financial Services, Inc.Mar 2019 to Jun 2021
- Questar Asset ManagementJul 2016 to Mar 2019
- Questar Capital CorporationMar 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Castle Wealth Group
Legal name: Castle Securities, LLC
$0Assets managed
0Clients
3Advisers
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
- 5270805
- Firm CRD
- 342075