Chief Compliance Officer, Partner, Analyst · Impact Capital Partners LLC
Jonathan M. Ameen
CRD 5200041 · Named on Form ADV at one SEC-registered adviser
At a glance
Impact Capital Partners LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $626 million in regulatory assets, lists Jonathan M. Ameen on its Form ADV as Chief Compliance Officer, Partner, Analyst, a control person.
Firms and roles
- Impact Capital Partners LLCChief Compliance Officer, Partner, AnalystWealth manager · Greenwood Village, CO · $626M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Brett C. StoneCo-Chief Executive Officer, Impact Capital Partners LLC
- Greg SegalCo-Chief Executive Officer, Impact Capital Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.