Adviser and broker representative · Cary Street Partners

Jonathan C. Scimeca

CRD 6544454 · Fredericksburg, VA

At a glance

Jonathan C. Scimeca is an investment adviser representative with Cary Street Partners in Fredericksburg, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2019, about 6 years ago. Jonathan is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

Cary Street PartnersSince November 2019Fredericksburg, VA · $10B in regulatory assets

SEC adviser record

Registered since: 2019 (6 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

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

Open Atlas free Member sign in

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 and FINRA BrokerCheck.

Every advisor at Cary Street Partners →Cary Street Partners: assets, clients and custodians →Financial advisors in Fredericksburg, VA →Every Cary Street Partners advisor in Fredericksburg →Advisor Moves: who changed firms this week →