Investment adviser representative · Aumakua Capital Management LLC
Jonathan R. Leong
CRD 6353093 · Albany, OR
At a glance
Jonathan R. Leong is an investment adviser representative with Aumakua Capital Management LLC in Albany, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2015, about 11 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Aumakua Capital Management LLCSince January 2015Albany, OR · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Aumakua Capital Management LLC
- Scott L. HuanAlbany
Every advisor at Aumakua Capital Management LLC →Financial advisors in Albany, OR →Advisor Moves: who changed firms this week →