Jonathan Delo is a CFP-designated registered investment advisor, based in Pearl River, NY, with 22 years of industry experience.
Location
1 Blue Hill Plaza, 7th Floor, Suite 4373, Pearl River, NY, 10965
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Regulatory History (2)
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Judgment / Lien
March 2025Judgment / Lien
May 2024Other Business Activities
Jonathan is the 100% owner of Delo Automotive Service DBA Lube It All and Lube It All Inc, oil change and preventative maintenance businesses, spending a few hours per week on each. He was also the 100% owner of JPDFFAB INC DBA Lexington Grille and Pub, but the business is closed and being dissolved.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs 2 mos
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2006 - June 2022 · 15 yrs 11 mos
Ameriprise Financial Services, LLCBroker
July 2006 - June 2022 · 15 yrs 11 mos
Wm Financial Services, INC.Broker
October 2005 - November 2005 · 1 mo
H&r Block Financial Advisors, INC.Broker
February 2004 - October 2005 · 1 yr 8 mos
David Lerner Associates, INC.Broker
March 2002 - March 2002 · 0 mos
Money Concepts Capital CORPBroker
May 2001 - October 2001 · 5 mos
American Express Financial Advisors INC.Broker
July 2000 - December 2000 · 5 mos
Ids Life Insurance CompanyBroker
July 2000 - December 2000 · 5 mos
Barron Chase Securities, INC.Broker
January 2000 - June 2000 · 5 mos
F.L.P. Gilmour and Associates INC.Broker
April 1999 - February 2000 · 10 mos
J.P. Turner & Company, L.L.C.Broker
February 1999 - April 1999 · 2 mos
Prime Charter LTD.Broker
October 1998 - February 1999 · 4 mos
Aibc Investment Services CorporationBroker
December 1997 - August 1998 · 8 mos
W.J. Nolan & Company, INC.Broker
May 1997 - June 1997 · 1 mo
Iar Securities CORP.Broker
April 1997 - May 1997 · 1 mo
State Registrations2 states
NJNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.