JB
Jonathan Bruce Spencer
CRD 6731276
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Signet Private Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Signet Private Wealth, Llc
Managing Member · 25% – 50% · Aug 2024
-
Signet Private Wealth, Llc
Chief Compliance Officer · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗