Jonathan Ameen has been Chief Compliance Officer, Partner, Analyst of Impact Capital Partners since September 2025, is a control person of the firm and directly owns under 5% of it.
Impact Capital Partners LLC is a Greenwood Village, CO firm with $626M under management, 230 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Jonathan Ameen’s longest registration is the current one, 2 years at Impact Capital Partners since 2024. Before joining Impact Capital Partners in 2024, Jonathan Ameen was registered through UBS Financial Services Inc.
- Impact Capital Partners LLCCurrent– present · 2 yearsNashville, TN · Adviser representative · Firm CRD 329616
- UBS Financial Services Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jonathan Ameen is registered as an investment adviser representative in Tennessee, since May 2024.
- TennesseeSince 1 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 6 May 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 2006 |
| Series 7 | General Securities Representative Examination | 1 November 2006 |
- Name
- Operations Professional Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Michael Ameen
- CRD
- 5200041
- Firm
- Impact Capital Partners · CRD 329616
- Role
- Chief Compliance Officer, Partner, Analyst
- Office
- Nashville, TN
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Ameen work?
Jonathan Ameen has been Chief Compliance Officer, Partner, Analyst of Impact Capital Partners LLC since September 2025, and is a control person of the firm.
Is Jonathan Ameen a financial advisor?
Yes. Jonathan Ameen has a current investment-adviser registration in Tennessee, through Impact Capital Partners since May 2024.
How many years of experience does Jonathan Ameen have?
Jonathan Ameen has 19 years in the financial industry, since January 2007, across 2 adviser firms.
What exams has Jonathan Ameen passed?
Jonathan Ameen has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 99TO. The earliest, the Series 7, was passed in November 2006. FINRA credited Jonathan Ameen with the SIE, which began in October 2018.
Where did Jonathan Ameen work before Impact Capital Partners?
Before Impact Capital Partners, Jonathan Ameen was registered through UBS Financial Services Inc., May 2022 to February 2024.
Where is Jonathan Ameen based?
Jonathan Ameen’s registered office is in Nashville, TN.
Is Jonathan Ameen registered with FINRA?
No. Jonathan Ameen has no current broker registration.
How can I verify Jonathan Ameen’s record?
Search CRD 5200041 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Ameen’s full registration record.