Jonathan French
Investment adviser representative at Ethic
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
10 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
- Seminars and workshops
Experience
10 years in the industry.
- EthicApr 2026 to now
- CaptrustMay 2022 to Mar 2026
- Northeastern UniversityJan 2022 to Apr 2022
- ScotiabankJun 2021 to Dec 2021
- Northeastern UniversityJul 2020 to May 2021
- Stoneturn GroupJan 2020 to Jun 2020
- Northeastern UniversityJun 2019 to Dec 2019
- PricewaterhousecoopersJan 2019 to May 2019
- Northeastern UniversitySep 2017 to Dec 2018
- WegmansJun 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ethic
Legal name: Ethic Inc.
$10.1BAssets managed
189Clients
9Advisers
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
- 7403413
- Firm CRD
- 282827