Jonathan J Genovese

CRD 5260487 · Fidelity Brokerage Services LLC · Palm Beach Gardens, FL

IA RegisteredBroker

Also appears in the source record as: Jonathan Joseph Genovese; Jonathan Genovese

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (33): Alabama · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kansas · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Palm Beach Gardens, FL · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Palm Beach Gardens, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Palm Beach Gardens, FL · IA capacity

Nov 24, 2021 → Mar 31, 2025
Brookstone Capital Management LLC
Palm Beach Gardens, FL · IA capacity

Feb 8, 2021 → Oct 6, 2021
Td Ameritrade, Inc.
West Palm Beach, FL · IA capacity

Oct 23, 2018 → Jan 11, 2021
Td Ameritrade, Inc.
West Palm Beach, FL · BC capacity

Jun 26, 2018 → Jan 11, 2021
Td Ameritrade Investment Management, LLC
West Palm Beach, FL · IA capacity

Sep 21, 2018 → Dec 31, 2020
National Securities Corporation
Jupiter, FL · BC capacity

Jan 19, 2018 → Feb 14, 2018
Valic Financial Advisors, Inc.
Boca Raton, FL · BC capacity

Sep 11, 2017 → Nov 20, 2017
The Gms Group, LLC
Boca Raton, FL · BC capacity

May 8, 2015 → Aug 24, 2017
Morgan Stanley
Miami, FL · BC capacity

Jun 16, 2014 → Aug 26, 2014
Incapital LLC
Boca Raton, FL · BC capacity

Jan 25, 2010 → May 28, 2014
Kiley Investment Management, Inc.
Palm Beach Gardens, FL · IA capacity

Sep 4, 2009 → Feb 4, 2010
Kiley Partners, Inc.
Palm Beach Gardens, FL · BC capacity

May 15, 2009 → Feb 4, 2010
Columbia Management Distributors, Inc.
Boston, MA · BC capacity

Feb 20, 2008 → Apr 1, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5260487 ↗ FINRA BrokerCheck record for CRD 5260487 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.