Jonathan Lall has been an investment adviser representative at PCG Wealth Advisors since January 2018, and is not listed among the firm’s executive officers or direct owners.
PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.
Jonathan Lall’s longest registration was 14 years at Waddell & Reed (2002–2017). Before joining PCG Wealth Advisors in 2018, Jonathan Lall was registered through V Wealth Advisors LLC and Waddell & Reed.
- PCG Wealth ManagementCurrent– present · 8 yearsOverland Park, KS · Adviser representative · Firm CRD 290977
- V Wealth Advisors LLC– · under a yearOverland Park, KS · Adviser representative · Firm CRD 153278
- Waddell & Reed– · 14 yearsOverland Park, KS · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Jonathan Lall is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2018; the most recent is Texas, in November 2019.
- KansasSince 2 January 2018
- TexasResidentSince 20 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 May 2002 |
| Series 7 | General Securities Representative Examination | 22 March 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan David Lall
- CRD
- 4504059
- Firm
- PCG Wealth Advisors · CRD 290977
- Office
- 5700 W. 112TH STREET,, SUITE 120, Overland Park, KS 66211
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Lall work?
Jonathan Lall is an investment adviser representative registered through PCG Wealth Advisors, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Lall a financial advisor?
Yes. Jonathan Lall has a current investment-adviser registration in Kansas and Texas, through PCG Wealth Advisors since January 2018.
How many years of experience does Jonathan Lall have?
Jonathan Lall has 24 years in the financial industry, since March 2002, across 3 adviser firms.
What exams has Jonathan Lall passed?
Jonathan Lall has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2002. FINRA credited Jonathan Lall with the SIE, which began in October 2018.
Where did Jonathan Lall work before PCG Wealth Advisors?
Before PCG Wealth Advisors, Jonathan Lall was registered through V Wealth Advisors LLC, February 2017 to December 2017; Waddell & Reed, May 2002 to February 2017.
Where is Jonathan Lall based?
Jonathan Lall’s registered office is in Overland Park, KS.
Is Jonathan Lall registered with FINRA?
Yes. Jonathan Lall has a current broker registration, under CRD 4504059.
Source: FINRA BrokerCheck
How can I verify Jonathan Lall’s record?
Search CRD 4504059 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Lall’s full registration record.
