# KELLY JOHN JONESON

KELLY JOHN JONESON is an investment adviser representative (IAR) with state registration records since 2001, appearing at 3 firms. Currently registered with OPTIMUM WEALTH MANAGEMENT, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OPTIMUM WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282421) | 2016-03-08 | present | Yes |
| [GRADIENT ADVISORS, LLC](https://search.stillhousedata.com/firm/152665) | 2015-02-24 | 2016-03-07 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2001-02-02 | 2010-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1156756)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1156756.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.