Jonathan Helton has been an investment adviser representative at T2 Asset Management since October 2013, and is not listed among the firm’s executive officers or direct owners. Jonathan Helton holds a Bachelor's degree from Wheaton College.
T2 Asset Management, LLC is a Naperville, IL firm with $180M under management, 560 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Jonathan Helton is Senior Wealth Management Advisor of T2 Asset Management, based in Naperville, IL. Before joining T2 Asset Management, he was a financial advisor with Merrill Lynch, where he helped individuals and businesses grow and preserve wealth.
Jonathan Helton’s longest registration is the current one, 12 years at T2 Asset Management since 2013. Before joining T2 Asset Management in 2013, Jonathan Helton was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- T2 Asset Management, LLCCurrent– present · 12 yearsCoronado, CA · Adviser representative · Firm CRD 167714
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsOak Brook, IL · Adviser representative · Firm CRD 7691
Professional designations
Listed by T2 Asset Management
- CRPC
Investment adviser representative registrations
Jonathan Helton is registered as an investment adviser representative in 2 states. The first approvals date from October 2013; the most recent is California, in January 2022.
- CaliforniaSince 5 January 2022
- IllinoisSince 25 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 November 2008 |
| Series 7 | General Securities Representative Examination | 23 September 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 April 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan R Helton
- CRD
- 5474326
- Firm
- T2 Asset Management · CRD 167714
- Office
- Coronado, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- t2assetmgmt.com
Where does Jonathan Helton work?
Jonathan Helton is an investment adviser representative registered through T2 Asset Management, LLC since October 2013, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Helton a financial advisor?
Yes. Jonathan Helton has a current investment-adviser registration in California and Illinois, through T2 Asset Management since October 2013.
How many years of experience does Jonathan Helton have?
Jonathan Helton has 17 years in the financial industry, since November 2008, across 2 adviser firms.
What exams has Jonathan Helton passed?
Jonathan Helton has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in April 2008.
Where is Jonathan Helton based?
Jonathan Helton’s registered office is in Coronado, CA.
Is Jonathan Helton registered with FINRA?
No. Jonathan Helton has no current broker registration.
How can I verify Jonathan Helton’s record?
Search CRD 5474326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Helton’s full registration record.
