JD
JD

Jonathan Philip Debrito

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
401 clients
Average Client Portfolio
$732K average
Assets Under Management
$293.6M

Fee Structure

Minimum Investment:$50K
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Location

14 Walsh Drive, Suite 302, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is the Treasurer of an offshore investment advisor since 2016. He dedicates minimal time to this business, both during and outside of trading hours.

Employment History
Current Registrations
Mra Advisory Group
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.