JR
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Jonathan Richardson

7 Years of Experience
San Juan, PR
May Earn Commission

Jonathan Richardson is a registered investment advisor at Merchant Banking Advisors, INC., based in San Juan, PR, with 7 years of industry experience. Their practice areas include Business Owners, High Net Worth.

Compensation
Commission-Based
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Juan, PR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John serves on the Board of Directors for PRSoft, Inc., a tax preparation software company, since 2007. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Merchant Banking Advisors, INC.
January 2019 - Present · 7 yrs 4 mos
State Registrations1 state
PR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.