Unclaimed Profile

Jonathan Wade Kallen

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 63, Series 6524 years registeredBRICK & KYLE ASSOCIATES INC

905 MT EYRE RD, NEWTOWN, PA 18940CRD# 2947201Firm CRD# 107771

Profile Verification

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

Identity

Jonathan Wade Kallen · NEWTOWN, PA

Registration

CRD #2947201 · BRICK & KYLE ASSOCIATES INC · 24 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2018 – present

BRICK & KYLE ASSOCIATES INC

Feb 2002 – Apr 2018

NEWTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · February 15, 2002

Years registered · 24

Disclosure History

2018Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRICK & KYLE ASSOCIATES INC

CRD 107771 · SEC 801-55370

AUM

$398M

Regulatory assets under management

Employees

342 client accounts

Services offered by BRICK & KYLE ASSOCIATES INC

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 BRICK & KYLE ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Jonathan Wade Kallen offer?

Jonathan Wade Kallen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Jonathan Wade Kallen's credentials?

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

Where is Jonathan Wade Kallen located?

Jonathan Wade Kallen is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Jonathan Wade Kallen charge for services?

Jonathan Wade Kallen'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 BRICK & KYLE ASSOCIATES INC?

BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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