Jonnathan De Jesus Luna, financial advisor Tampa FL

Jonnathan De Jesus Luna

CRD Number: 7544870
Current Firm: Mtc Wealth Management

Jonnathan De Jesus Luna (CRD# 7544870) is an Investment Advisor Representative working at Mtc Wealth Management in Tampa, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mtc Wealth Management, LLC Tampa, FL Dec 2021 - Current 2
Members Trust Company Tampa, FL Dec 2014 - Current 9
Mtc Wealth Management, LLC Tampa, FL Feb 2020 - Dec 2021 1
University Of South Florida Tampa, FL Sep 2011 - May 2015 3
Mmd Events Tampa, FL Jun 2014 - Nov 2014 < 1
Transamerica St. Petersburg, FL Feb 2014 - May 2014 < 1

Jonnathan De Jesus Luna has no recent exams reported.
Contact Info for Jonnathan K. De Jesus Luna
Phone Number: 888-727-9191
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    314
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $104,540,960
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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