Unclaimed Profile

Jonathan Lee French

CROWN CAPITAL SECURITIES, L.P.·ORANGE, California

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean recordCROWN CAPITAL SECURITIES, L.P.

725 TOWN & COUNTRY ROAD, ORANGE, CA 92868CRD# 3155702Firm CRD# 6312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Lee French · ORANGE, CA

Registration

CRD #3155702 · CROWN CAPITAL SECURITIES, L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROWN CAPITAL SECURITIES, L.P.

CRD 6312 · SEC 801-57663

AUM

$1.2B

Regulatory assets under management

Employees

164

5,654 client accounts

Services offered by CROWN CAPITAL SECURITIES, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CROWN CAPITAL SECURITIES, L.P. →

Introduction

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Frequently Asked Questions

What services does Jonathan Lee French offer?

Jonathan Lee French specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.

What are Jonathan Lee French's credentials?

Jonathan Lee French is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Lee French located?

Jonathan Lee French is based in ORANGE, California, working with CROWN CAPITAL SECURITIES, L.P.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Jonathan Lee French charge for services?

Jonathan Lee French's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWN CAPITAL SECURITIES, L.P.?

CROWN CAPITAL SECURITIES, L.P. has approximately 164 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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