Jonathan Mistofsky has been an investment adviser representative at Beacon Financial Advisory since February 2021, and is not listed among the firm’s executive officers or direct owners.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
Jonathan Mistofsky’s longest registration is the current one, 10 years at Lincoln Investment since 2016. Before joining Beacon Financial Advisory in 2021, Jonathan Mistofsky was registered through Sterne Agee Investment Advisor Services, Inc.
- – present · 5 yearsCleveland, OH · Adviser representative · Firm CRD 174334
- Capital AnalystsAlso current– present · 7 yearsTwinsburg, OH · Adviser representative · Firm CRD 162200
- Lincoln InvestmentAlso current– present · 10 yearsTwinsburg, OH · Adviser representative · Firm CRD 519
- Sterne Agee Investment Advisor Services, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 174182
Investment adviser representative registrations
Jonathan Mistofsky is registered as an investment adviser representative in Ohio, since August 2016.
- OhioSince 18 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 2022 |
| Series 7TO | General Securities Representative Examination | 12 August 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 January 2014 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Lee Mistofsky
- CRD
- 6285002
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 25825 SCIENCE PARK DRIVE, SUITE 110, Cleveland, OH 44122
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Mistofsky work?
Jonathan Mistofsky is an investment adviser representative registered through Beacon Financial Advisory LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Mistofsky a financial advisor?
Yes. Jonathan Mistofsky has a current investment-adviser registration in Ohio, through Beacon Financial Advisory since February 2021.
How many years of experience does Jonathan Mistofsky have?
Jonathan Mistofsky has 12 years in the financial industry, since January 2014, across 4 adviser firms.
What exams has Jonathan Mistofsky passed?
Jonathan Mistofsky has passed 3 licensing exams: the Series 6, Series 7TO and Series 63. The earliest, the Series 6, was passed in January 2014. FINRA credited Jonathan Mistofsky with the SIE, which began in October 2018.
Where did Jonathan Mistofsky work before Beacon Financial Advisory?
Before Beacon Financial Advisory, Jonathan Mistofsky was registered through Sterne Agee Investment Advisor Services, Inc., June 2015 to August 2016.
Where is Jonathan Mistofsky based?
Jonathan Mistofsky’s registered office is in Cleveland, OH.
Is Jonathan Mistofsky registered with FINRA?
Yes. Jonathan Mistofsky has a current broker registration, under CRD 6285002.
Source: FINRA BrokerCheck
How can I verify Jonathan Mistofsky’s record?
Search CRD 6285002 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Mistofsky’s full registration record.
