Career
Jonathan Chesshire has been Managing Director and Investment Committee Member of Clearbrook Investment Consulting since January 2020. Jonathan Chesshire is a control person of the firm and directly owns under 5% of it. Jonathan Chesshire holds a BBA from Temple University and an MBA from Temple University.
Clearbrook Investment Consulting LLC is a New York, NY firm with $13.7B under management, 1 client and 6 advisers in one office, as of its March 2026 filing.
Clearbrook identifies Jon Chesshire as managing director and head of research; his responsibilities include consulting to individuals, endowments, foundations and pensions.
- Sindia Capital Advisers, LLCAlso current– present · 1 yearSomers Point, NJ · Adviser representative · Firm CRD 333325
- Clearbrook Investment Solutions LLCAlso current– present · 2 yearsSomers Point, NJ · Adviser representative · Firm CRD 155607
- Cbf Advisors, LLC– · 8 yearsNew York, NY · Adviser representative · Firm CRD 134079
- Lockwood Advisors Inc– · under a yearMalvern, PA · Adviser representative · Firm CRD 106108
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| New Jersey | Approved | 9 October 2024 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jonathan Moore Chesshire
- CRD
- 4695441
- Firm bio
- clearbrookglobal.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jonathan Chesshire work?
Jonathan Chesshire has been Managing Director and Investment Committee Member of Clearbrook Investment Consulting LLC since January 2020, and is a control person of the firm.
Is Jonathan Chesshire a financial advisor?
Yes. Jonathan Chesshire has a current investment-adviser registration in New Jersey.
How many years of experience does Jonathan Chesshire have?
Jonathan Chesshire has 10 years in the financial industry, since February 2016, across 4 adviser firms.
What exams has Jonathan Chesshire passed?
Jonathan Chesshire passed the Series 65 in March 2010.
Where was Jonathan Chesshire previously registered as an investment adviser?
Jonathan Chesshire has past investment-adviser registrations through Cbf Advisors, LLC, March 2010 to September 2018; Lockwood Advisors Inc, October 2003 to December 2003, across 4 firms.