Skip to content

Jonathan Egol

Director, at Constellation Investments

Officer recordForm ADV filed 31 March 2026

Jonathan Egol is Director, of Constellation Investments, Inc., a Montgomery investment adviser.

Career

Jonathan Egol has been Director, of Constellation Investments since May 2024. Jonathan Egol is a control person of the firm and directly owns under 5% of it.

Constellation Investments, Inc. is a Montgomery, OH firm with $31.5B under management, 14 clients and 8 advisers in one office, as of its March 2026 filing.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Jonathan Egol is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jonathan Egol
CRD
3130557
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jonathan Egol work?

Jonathan Egol has been Director, of Constellation Investments, Inc. since May 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Constellation Investments

Sources

  1. IAPD individual lookup, CRD 3130557. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Constellation Investments, Inc., filed 31 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction