Chief Executive Officer and Chief Compliance Officer · Pathway Financial Solutions, Inc.
Jonathan D. Webb
CRD 2306209 · Named on Form ADV at one SEC-registered adviser
At a glance
Pathway Financial Solutions, Inc., an SEC-registered wealth manager based in Salina, KS with $135 million in regulatory assets, lists Jonathan D. Webb on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.
Firms and roles
- Pathway Financial Solutions, Inc.Chief Executive Officer and Chief Compliance OfficerWealth manager · Salina, KS · $135M 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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jordan D. WebbOwner and Chief Sales Officer, Pathway Financial Solutions, Inc.
- Eddie E. BalluchChief Financial Officer, Pathway Financial Solutions, Inc.
- Bradley A VeenendaalChief Operating Officer, Pathway Financial Solutions, Inc.
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.