Jonathan Beehler has been an investment adviser representative at Brady Martz Wealth Solutions since July 2024, and is not listed among the firm’s executive officers or direct owners.
Brady Martz Wealth Solutions, LLC is a Grand Forks, ND firm with $795M under management, 448 clients and 8 advisers across 12 offices, as of its June 2026 filing.
Jonathan Beehler’s longest registration was 7 years at Avantax Planning Partners, Inc. (2016–2024). Before joining Brady Martz Wealth Solutions in 2024, Jonathan Beehler was registered through Avantax Planning Partners, Inc.
- – present · 2 yearsGrand Forks, ND · Adviser representative · Firm CRD 331043
- Avantax Planning Partners, Inc.– · 7 yearsGrand Forks, ND · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Jonathan Beehler is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2024; the most recent is Texas, in November 2024.
- MinnesotaSince 13 August 2024
- North DakotaSince 19 July 2024
- South DakotaSince 13 August 2024
- TexasResidentSince 28 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 May 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Andrew Beehler
- CRD
- 6059904
- Firm
- Brady Martz Wealth Solutions · CRD 331043
- Office
- 401 DEMERS AVE, STE 300, Grand Forks, ND 58201
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Beehler work?
Jonathan Beehler is an investment adviser representative registered through Brady Martz Wealth Solutions, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Beehler a financial advisor?
Yes. Jonathan Beehler has a current investment-adviser registration in Minnesota, North Dakota, South Dakota and Texas, through Brady Martz Wealth Solutions since July 2024.
How many years of experience does Jonathan Beehler have?
Jonathan Beehler has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Jonathan Beehler passed?
Jonathan Beehler has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2013. FINRA credited Jonathan Beehler with the SIE, which began in October 2018.
Where did Jonathan Beehler work before Brady Martz Wealth Solutions?
Before Brady Martz Wealth Solutions, Jonathan Beehler was registered through Avantax Planning Partners, Inc., December 2016 to July 2024.
Where is Jonathan Beehler based?
Jonathan Beehler’s registered office is in Grand Forks, ND.
Is Jonathan Beehler registered with FINRA?
No. Jonathan Beehler has no current broker registration.
How can I verify Jonathan Beehler’s record?
Search CRD 6059904 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Beehler’s full registration record.