Jonathan Andrew Brummel
Investment adviser representative at Sentara Capital
12 yearsExperience
1 stateRegistered in
$119.6MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Sentara CapitalNov 2025 to now
- Cetera Investment Advisers LLCSep 2023 to Nov 2025
- Cetera Investment Services LLCSep 2023 to Nov 2025
- Regions BankSep 2023 to Nov 2025
- Suntrust BankFeb 2019 to Sep 2023
- Suntrust Investment Services IncFeb 2019 to Sep 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2019
- Wells Fargo Bank, NAJan 2014 to Feb 2019
- Wells Fargo Advisors, LLCJan 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sentara Capital
Legal name: Sentara Capital LLC
$119.6MAssets managed
169Clients
2Advisers
5 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
- 5547036
- Firm CRD
- 161132