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Member/investment Advisor Representative · Openair Financial, LLC

Jonathan K. Lawton

CRD 5046284 · Named on Form ADV at one SEC-registered adviser

At a glance

Openair Financial, LLC, an SEC-registered wealth manager based in Southlake, TX with $318 million in regulatory assets, lists Jonathan K. Lawton on its Form ADV as Member/investment Advisor Representative, a control person.

Firms and roles

  • Openair Financial, LLCMember/investment Advisor RepresentativeWealth manager · Southlake, TX · $318M 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
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stewart E. FieldsChief Compliance Officer/managing Member/investment Advisor Representative, Openair Financial, LLC
  • Chris R MassenburgMember/investment Advisor Representative, Openair Financial, 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.