Role at Hirtle & Co.
- Title on Schedule A
- President, Executive Chairman
- Control
- Jonathan Hirtle is a control person of Hirtle & Co..
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jonathan Hirtle has held the filed role since June 1988.
The firm
Form ADV filed 31 March 2026
Career on record
Jonathan Hirtle has been registered through Hirtle & Co. since March 1991.
- Passed Series 3 · 2013
- Passed Series 2 · 1995
- Hirtle & Co., LLCCurrent– present · 36 yearsWest Conshohocken, PA · Adviser representative · Firm CRD 105403
- Passed Series 65 · 1989
- Passed Series 15 · 1985
- Passed Series 5, Series 7 and Series 63 · 1982
Registrations and exams
Jonathan Hirtle has a current investment-adviser registration in Illinois and Pennsylvania and has passed 7 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Illinois | Investment adviser representative | Approved | 20 June 2000 |
| Pennsylvania | Investment adviser representative | Approved | 12 March 1991 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 December 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 December 1982 |
| Series 3 | National Commodity Futures Examination | 27 August 2013 |
| Series 2 | Non-Member General Securities Examination | 16 May 1995 |
| Series 15 | Foreign Currency Options Examination | 8 May 1985 |
| Series 7 | General Securities Representative Examination | 20 November 1982 |
| Series 5 | Interest Rate Options Examination | 5 October 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Name
- Non-Member General Securities Examination
- Name
- Foreign Currency Options Examination
- Name
- General Securities Representative Examination
- Name
- Interest Rate Options Examination
Individual record
- Full name
- Jonathan Jacob Hirtle
- CRD
- 1076063
- Registration status
- Investment adviser registration
- Office
- FIVE TOWER BRIDGE, SUITE 500, 300 BARR HARBOR DRIVE, West Conshohocken, PA 19428-2998
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jonathan Hirtle work?
Jonathan Hirtle has been President, Executive Chairman of Hirtle & Co., LLC since June 1988, and is a control person of the firm.
Is Jonathan Hirtle a financial advisor?
Yes. Jonathan Hirtle has a current investment-adviser registration in Illinois and Pennsylvania, through Hirtle & Co. since March 1991, as of 17 October 2026.
How many years of experience does Jonathan Hirtle have?
Jonathan Hirtle has worked in the financial industry for 35 years as of 17 October 2026, counted from 11 March 1991, across 1 adviser firm.
What exams has Jonathan Hirtle passed?
Jonathan Hirtle has passed 7 licensing exams: the Series 5, Series 7, Series 63, Series 15, Series 65, Series 2 and Series 3. The earliest, the Series 5, was passed in October 1982.
Where is Jonathan Hirtle based?
Jonathan Hirtle’s registered office is in West Conshohocken, PA.
Leadership at Hirtle & Co.
- Alexander FormarizChief Financial Officer
- Geoffrey TrzepaczChief Operating Officer
- Syed EhtishamChief Compliance Officer & Chief Risk Officer
- Terence CongerChief Investment Officer
- Jamie EisnerGeneral Counsel
- Deborah HirtleDirector
- Susan McEvoyManaging Director
- Steven TuttlemanDirector
- Garrett WilsonManaging Director