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Jonathan William Ventimiglia

Investment adviser representative at Saratoga Capital Management, LLC
17 yearsExperience
2 statesRegistered in
$138.8MFirm assets
32 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Saratoga Capital Management, LLCNov 2024 to now
  2. Saratoga Capital Management, LLCJul 2009 to Oct 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (AZ, CA).

Saratoga Capital Management, LLC

$138.8MAssets managed
1Clients
1Advisers
32 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
5698483
Firm CRD
112021
Advisor's SEC record (opens in a new tab)
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