Unclaimed Profile

David Bernard Jonke

CLEARARC CAPITAL, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 9, Series 10, Series 24, Series 66Clean record17 years registeredCLEARARC CAPITAL, INC.

38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263CRD# 3069645Firm CRD# 104650

Profile Verification

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

Identity

David Bernard Jonke · CINCINNATI, OH

Registration

CRD #3069645 · CLEARARC CAPITAL, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARARC CAPITAL, INC.

FIFTH THIRD SECURITIES, INC.

Feb 2012 – Jun 2021

CHICAGO, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Mar 2010

CHICAGO, IL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Mar 2009 – Oct 2009

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · March 23, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

CLEARARC CAPITAL, INC.

CRD 104650 · SEC 801-11184

AUM

$3.9B

Regulatory assets under management

Employees

116 client accounts

Services offered by CLEARARC CAPITAL, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CLEARARC CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does David Bernard Jonke offer?

David Bernard Jonke specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are David Bernard Jonke's credentials?

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

Where is David Bernard Jonke located?

David Bernard Jonke is based in CINCINNATI, Ohio, last registered with CLEARARC CAPITAL, INC..

How does David Bernard Jonke charge for services?

David Bernard Jonke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARARC CAPITAL, INC.?

CLEARARC CAPITAL, INC. has approximately 12 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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