Jonathan Isaac Petersen
Investment adviser representative at Onyx Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$506.4MFirm assets
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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
10 years in the industry.
- Onyx Financial Advisors, LLCFeb 2020 to now
- Cetera Advisors, LLCJul 2016 to Feb 2020
- Cornerstone Financial Advisors, LLCJul 2016 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Onyx Financial Advisors, LLC
$506.4MAssets managed
272Clients
7Advisers
10 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
- 6498936
- Firm CRD
- 134881