Jonathan David Caplan is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with PRIVATE ADVISOR GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | 2026-06-26 | present | Yes |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2023-10-02 | 2026-06-26 | — |
| ATLAS PRIVATE WEALTH ADVISORS, LLC | 2018-04-30 | 2023-12-11 | — |
| CAPLAN CAPITAL MANAGEMENT,INCORPORATED | 2004-11-01 | 2019-01-08 | — |