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Jonathan Stephen Forbes
CRD 6142082
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Petra Financial Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Petra Financial Advisors Inc
President/Chairman · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗