Jonathan Daniel Shaban
Investment adviser representative at Avestar Capital, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$2.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avestar Capital, LLCMay 2025 to now
- Overbrook Management Corp.Mar 2023 to May 2025
- Bank of America Private BankAug 2016 to Mar 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Avestar Capital, LLC
$2.1BAssets managed
187Clients
13Advisers
9 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
- 7786422
- Firm CRD
- 287525