Jonathan Laventure has been an investment adviser representative at CMG Wealth Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.
CMG Wealth Advisors LLC is a Madison, WI firm with $138M under management, 1,058 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Jonathan Laventure’s longest registration was 8 years at LPL Financial LLC (2013–2021). Before joining CMG Wealth Advisors in 2026, Jonathan Laventure was registered through LPL Financial LLC and Waddell & Reed.
- Commonwealth Financial NetworkAlso current– present · 5 yearsAdviser representative · Firm CRD 8032
- LPL Financial LLC– · 8 yearsMazomanie, WI · Adviser representative · Firm CRD 6413
- Waddell & Reed– · 4 yearsMadison, WI · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Jonathan Laventure is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2021; the most recent is Texas, in August 2026.
- TexasResidentSince 24 March 2026
- TexasSince 18 August 2026
- WisconsinSince 22 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 January 2009 |
| Series 7 | General Securities Representative Examination | 11 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Paul Laventure
- CRD
- 5587341
- Firm
- CMG Wealth Advisors · CRD 340600
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Laventure work?
Jonathan Laventure is an investment adviser representative registered through CMG Wealth Advisors LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Laventure a financial advisor?
Yes. Jonathan Laventure has a current investment-adviser registration in Texas, Texas and Wisconsin, through CMG Wealth Advisors since August 2026.
How many years of experience does Jonathan Laventure have?
Jonathan Laventure has 17 years in the financial industry, since November 2008, across 4 adviser firms.
What exams has Jonathan Laventure passed?
Jonathan Laventure has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2008. FINRA credited Jonathan Laventure with the SIE, which began in October 2018.
Where did Jonathan Laventure work before CMG Wealth Advisors?
Before CMG Wealth Advisors, Jonathan Laventure was registered through LPL Financial LLC, July 2013 to November 2021; Waddell & Reed, January 2009 to July 2013.
Is Jonathan Laventure registered with FINRA?
Yes. Jonathan Laventure has a current broker registration, under CRD 5587341.
Source: FINRA BrokerCheck
How can I verify Jonathan Laventure’s record?
Search CRD 5587341 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Laventure’s full registration record.