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Jonathon Michael Fitzsimon

PAX FINANCIAL GROUP, LLC·SAN ANTONIO, Texas
Series 65Clean record4 years registeredPAX FINANCIAL GROUP, LLC
270 NORTH LOOP 1604 EAST, SAN ANTONIO, TX 78232CRD# 6813072Firm CRD# 284164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathon Michael Fitzsimon · SAN ANTONIO, TX
Registration
CRD #6813072 · PAX FINANCIAL GROUP, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

PAX FINANCIAL GROUP
Mar 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 31, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAX FINANCIAL GROUP, LLC
CRD 284164 · SEC 801-107918
AUM
$600M
Regulatory assets under management
Employees
24
4,098 client accounts
Services offered by PAX FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PAX FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Jonathon Michael Fitzsimon offer?
Jonathon Michael Fitzsimon specializes in Financial Planning, Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Jonathon Michael Fitzsimon's credentials?
Jonathon Michael Fitzsimon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathon Michael Fitzsimon located?
Jonathon Michael Fitzsimon is based in SAN ANTONIO, Texas, working with PAX FINANCIAL GROUP, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Jonathon Michael Fitzsimon charge for services?
Jonathon Michael Fitzsimon's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under pontera advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAX FINANCIAL GROUP, LLC?
PAX FINANCIAL GROUP, LLC has approximately 24 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PAX FINANCIAL GROUP, LLC

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CFP
Janise Margot Brooks
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Jennifer Haley Wall
SAN ANTONIO, TX
Justin Paul Elliott
SAN ANTONIO, TX
Laura Leigh Simpson
SAN ANTONIO, TX
CFP
Roger Glen Stukkie
SAN ANTONIO, TX
CFPChFC

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