Jonathan Forbes has been President/Chairman of Petra Financial Advisors since July 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Petra Financial Advisors Inc is a Colorado Springs, CO firm with $447M under management, 378 clients and 7 advisers across 3 offices, as of its March 2026 filing.
- Petra Financial Advisors IncCurrent– present · 9 yearsColorado Springs, CO · Adviser representative · Firm CRD 107196
Investment adviser representative registrations
Jonathan Forbes is registered as an investment adviser representative in Colorado, since April 2017.
- ColoradoSince 13 April 2017
Examinations
No examinations are on Jonathan Forbes’s record.
- Full name
- Jonathan Stephen Forbes
- CRD
- 6142082
- Firm
- Petra Financial Advisors · CRD 107196
- Role
- President/Chairman
- Office
- 2 NORTH NEVADA AVE SUITE 1300, Colorado Springs, CO 80903-1626
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Forbes work?
Jonathan Forbes has been President/Chairman of Petra Financial Advisors Inc since July 2019, and is a control person of the firm.
Is Jonathan Forbes a financial advisor?
Yes. Jonathan Forbes has a current investment-adviser registration in Colorado, through Petra Financial Advisors since April 2017.
How many years of experience does Jonathan Forbes have?
Jonathan Forbes has 9 years in the financial industry, since April 2017, across 1 adviser firm.
Where is Jonathan Forbes based?
Jonathan Forbes’ registered office is in Colorado Springs, CO.
Is Jonathan Forbes registered with FINRA?
No. Jonathan Forbes has no current broker registration.
How can I verify Jonathan Forbes’ record?
Search CRD 6142082 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Forbes’ full registration record.
