Unclaimed Profile

Jonathan David Straus

COMMONS CAPITAL, LLC·NEEDHAM, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredCOMMONS CAPITAL, LLC

254 SECOND AVENUE, NEEDHAM, MA 02494CRD# 2839717Firm CRD# 165738

Profile Verification

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

Identity

Jonathan David Straus · NEEDHAM, MA

Registration

CRD #2839717 · COMMONS CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

COMMONS CAPITAL, LLC

Dec 2012 – present

NATIONAL ASSET MANAGEMENT, INC.

Jul 2009 – Jan 2013

NEWTON, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2006 – Jul 2009

WELLESLEY HILLS, MA

RBC DAIN RAUSCHER INC.

May 2003 – Mar 2004

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · May 8, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMONS CAPITAL, LLC

CRD 165738 · SEC 801-113208

AUM

$173M

Regulatory assets under management

Employees

487 client accounts

Services offered by COMMONS CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMONS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan David Straus offer?

Jonathan David Straus specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Jonathan David Straus's credentials?

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

Where is Jonathan David Straus located?

Jonathan David Straus is based in NEEDHAM, Massachusetts, working with COMMONS CAPITAL, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Jonathan David Straus charge for services?

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

How large is COMMONS CAPITAL, LLC?

COMMONS CAPITAL, LLC has approximately 4 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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