Jonathan Brummel has been an investment adviser representative at Sentara Capital since November 2025, and is not listed among the firm’s executive officers or direct owners. Jonathan Brummel holds a Degree in Business Finance from Liberty University.
Sentara Capital LLC is a Marietta, GA firm with $120M under management, 169 clients and 2 advisers in one office, as of its February 2026 filing.
Jonathan Brummel is Financial Advisor at Sentara Capital, based in Marietta, Georgia. He brings more than 18 years of financial services experience and before joining the firm built his career at Wells Fargo, Truist and Regions Bank. Brummel works with affluent families, business owners and professionals while they save and through the transition into retirement, and plans their giving now and later.
Jonathan Brummel’s longest registration was 4 years at Truist Advisory Services, Inc. (2019–2023). Before joining Sentara Capital in 2025, Jonathan Brummel was registered through Cetera Investment Advisers LLC and Truist Advisory Services, Inc.
- Sentara CapitalCurrent– present · under a yearMarietta, GA · Adviser representative · Firm CRD 161132
- Cetera Investment Advisers LLC– · 2 yearsMarietta, GA · Adviser representative · Firm CRD 105644
- Truist Advisory Services, Inc.– · 4 yearsMarietta, GA · Adviser representative · Firm CRD 283390
- Wells Fargo Clearing Services, LLC– · 3 yearsLilburn, GA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jonathan Brummel is registered as an investment adviser representative in Georgia, since November 2025.
- GeorgiaSince 13 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 March 2011 |
| Series 7 | General Securities Representative Examination | 1 March 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Andrew Brummel
- CRD
- 5547036
- Firm
- Sentara Capital · CRD 161132
- Office
- 3225 SHALLOWFORD ROAD NE, SUITE 900, Marietta, GA 30062
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sentaracapital.com
Where does Jonathan Brummel work?
Jonathan Brummel is an investment adviser representative registered through Sentara Capital LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Brummel a financial advisor?
Yes. Jonathan Brummel has a current investment-adviser registration in Georgia, through Sentara Capital since November 2025.
How many years of experience does Jonathan Brummel have?
Jonathan Brummel has 14 years in the financial industry, since September 2012, across 4 adviser firms.
What exams has Jonathan Brummel passed?
Jonathan Brummel has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2011. FINRA credited Jonathan Brummel with the SIE, which began in October 2018.
Where did Jonathan Brummel work before Sentara Capital?
Before Sentara Capital, Jonathan Brummel was registered through Cetera Investment Advisers LLC, September 2023 to November 2025; Truist Advisory Services, Inc., February 2019 to September 2023; Wells Fargo Clearing Services, LLC, July 2015 to February 2019.
Where is Jonathan Brummel based?
Jonathan Brummel’s registered office is in Marietta, GA.
Is Jonathan Brummel registered with FINRA?
No. Jonathan Brummel has no current broker registration.
How can I verify Jonathan Brummel’s record?
Search CRD 5547036 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Brummel’s full registration record.
