JS
JS

Jonathan Sepe

1 Year of Experience
Wilmington, DE
Broker

Jonathan Sepe is a registered investment advisor, based in Wilmington, DE, with 1 years of industry experience.

Location

410 Foulk Rd., Suite 200A, Wilmington, DE, 19803

Get directions

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.

Learn about disclosures →
Other Business Activities

Jonathan works full-time as a Registered Representative for MSEC, LLC and full-time as an Investment Advisor Representative for Mariner Wealth Advisors. Both roles are investment-related.

Employment History
Current Registrations
Msec, LLCBroker
March 2025 - Present · 1 yr 2 mos
Mariner Wealth
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Equitable Advisors, LLC
August 2024 - December 2024 · 4 mos
Equitable Advisors, LLCBroker
July 2024 - December 2024 · 5 mos
State Registrations1 state
DE
AdvisorBrokerBoth

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.