# Jonathan David Caplan

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2026-06-26 | present | Yes |
| [MARINER INDEPENDENT ADVISOR NETWORK, LLC](https://search.stillhousedata.com/firm/283824) | 2023-10-02 | 2026-06-26 | — |
| [ATLAS PRIVATE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/283744) | 2018-04-30 | 2023-12-11 | — |
| [CAPLAN CAPITAL MANAGEMENT,INCORPORATED](https://search.stillhousedata.com/firm/124601) | 2004-11-01 | 2019-01-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1681080)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1681080.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.