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Jonathan C. Cleasby

COMMONWEALTH EQUITY SERVICES, LLC·WALTHAM, Massachusetts
SIE, Series 27, Series 99TOClean recordCOMMONWEALTH EQUITY SERVICES, LLC
29 SAWYER ROAD, WALTHAM, MA 02453-3483CRD# 5777356Firm CRD# 8032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan C. Cleasby · WALTHAM, MA
Registration
CRD #5777356 · COMMONWEALTH EQUITY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
COMMONWEALTH EQUITY SERVICES, LLC
CRD 8032 · SEC 801-41541
AUM
$177.0B
Regulatory assets under management
Employees
4,500
623,075 client accounts
Services offered by COMMONWEALTH EQUITY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COMMONWEALTH EQUITY SERVICES, LLC →
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04

Frequently Asked Questions

What services does Jonathan C. Cleasby offer?
Jonathan C. Cleasby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Jonathan C. Cleasby's credentials?
Jonathan C. Cleasby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan C. Cleasby located?
Jonathan C. Cleasby is based in WALTHAM, Massachusetts, working with COMMONWEALTH EQUITY SERVICES, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Jonathan C. Cleasby charge for services?
Jonathan C. Cleasby's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH EQUITY SERVICES, LLC?
COMMONWEALTH EQUITY SERVICES, LLC has approximately 4500 employees and manages $177.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMONWEALTH EQUITY SERVICES, LLC

Brian Thomas Price
WALTHAM, MA
Alexander William Hansen
WALTHAM, MA
David Linus Kelly
WALTHAM, MA
Joseph Samuel Deitch
WALTHAM, MA
Christopher Anthony Trapnell Kloman
WALTHAM, MA
Janet Claire Reckman
WALTHAM, MA

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Nearby cities in Massachusetts
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Research
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