Jonathan Manzo-Cardenas has been Chief Compliance Officer of Affinity Capital Advisors since February 2018, is a control person of the firm and directly owns under 5% of it.
Affinity Capital Advisors LLC is a Berkeley, CA firm with $851M under management, 547 clients and 5 advisers in one office, as of its July 2026 filing.
Jonathan Manzo-Cardenas’ longest registration is the current one, 8 years at Affinity Capital Advisors since 2018. Before joining Affinity Capital Advisors in 2018, Jonathan Manzo-Cardenas was registered through Pacific Private Wealth Management, LLC and Hornor, Townsend & Kent, Inc.
- – present · 8 yearsBerkeley, CA · Adviser representative · Firm CRD 166226
- Pacific Private Wealth Management, LLC– · 5 yearsStockton, CA · Adviser representative · Firm CRD 165746
- Hornor, Townsend & Kent, Inc.– · 1 yearStockton, CA · Adviser representative · Firm CRD 4031
Investment adviser representative registrations
Jonathan Manzo-Cardenas is registered as an investment adviser representative in 2 states. The first approvals date from February 2018; the most recent is Texas, in November 2019.
- CaliforniaSince 26 February 2018
- TexasSince 20 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 November 2010 |
| Series 7 | General Securities Representative Examination | 22 February 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5742461
- Firm
- Affinity Capital Advisors · CRD 166226
- Role
- Chief Compliance Officer
- Office
- 825 Page Street, Berkeley, CA 94710
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Manzo-Cardenas work?
Jonathan Manzo-Cardenas has been Chief Compliance Officer of Affinity Capital Advisors LLC since February 2018, and is a control person of the firm.
Is Jonathan Manzo-Cardenas a financial advisor?
Yes. Jonathan Manzo-Cardenas has a current investment-adviser registration in California and Texas, through Affinity Capital Advisors since February 2018.
How many years of experience does Jonathan Manzo-Cardenas have?
Jonathan Manzo-Cardenas has 15 years in the financial industry, since April 2011, across 3 adviser firms.
What exams has Jonathan Manzo-Cardenas passed?
Jonathan Manzo-Cardenas has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2010.
Where did Jonathan Manzo-Cardenas work before Affinity Capital Advisors?
Before Affinity Capital Advisors, Jonathan Manzo-Cardenas was registered through Hornor, Townsend & Kent, Inc., April 2011 to December 2012.
Where is Jonathan Manzo-Cardenas based?
Jonathan Manzo-Cardenas’ registered office is in Berkeley, CA.
Is Jonathan Manzo-Cardenas registered with FINRA?
No. Jonathan Manzo-Cardenas has no current broker registration.
How can I verify Jonathan Manzo-Cardenas’ record?
Search CRD 5742461 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Manzo-Cardenas’ full registration record.