Jonathan Kratsas is a registered investment advisor, based in Sewickley, PA, with 19 years of industry experience.
Location
2200 Georgetown Drive, Suite 202, Sewickley, PA, 15143
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including selling equity indexed annuities through Avantax Insurance Agency LLC, working as a managing partner at Mercadante & Company, P.C. (a CPA firm), acting as a trustee, owning rental property through Kratsas Real Estate Management LLC, and running Kratsas Wealth Management. He dedicates full-time hours to Mercadante & Company, P.C. and Kratsas Wealth Management, minimal time to the rental property and trustee roles, and a few hours per week to annuity sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations26 states
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