Jonathan Theodore Honig
Investment adviser representative at Oppenheimer & Co. Inc.
12 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Oppenheimer & Co. Inc.May 2025 to now
- Evans & Dixon, LLC.Dec 2024 to Apr 2025
- Oppenheimer & Co. IncMay 2024 to Aug 2024
- Oppenheimer & Co. IncMay 2023 to Aug 2023
- University of Missouri-columbiaAug 2021 to Dec 2024
- Christian Brothers College High SchoolAug 2017 to May 2021
- Washington Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 7765585
- Firm CRD
- 249