Jonathan Nadler has been an investment adviser representative at Oxler Private Wealth since August 2020, and is not listed among the firm’s executive officers or direct owners. Jonathan Nadler studied BSc in Economics at Queen Mary College, London University.
Oxler Private Wealth LLC is a Rye Brook, NY firm with $578M under management, 151 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Jonathan Nadler is Senior Portfolio Strategist at Oxler Private Wealth, where his primary role is customized portfolio management. His career began in 1975 at White Weld and Co. in New York City. He later served as senior vice president at EF Hutton and then as managing director and senior portfolio manager at Oppenheimer and Co. Inc. and its predecessor company.
Jonathan Nadler’s longest registration was 11 years at Oppenheimer & Co. Inc. (2009–2020). Before joining Oxler Private Wealth in 2020, Jonathan Nadler was registered through Oppenheimer & Co. Inc.
- Oppenheimer & Co. Inc.– · 11 yearsNew York, NY · Adviser representative · Firm CRD 249
Investment adviser representative registrations
Jonathan Nadler is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2020; the most recent is New York, in May 2021.
- FloridaSince 11 September 2020
- New YorkSince 20 May 2021
- TexasResidentSince 14 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 2009 |
| Series 4 | Registered Options Principal Examination | 23 March 1989 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 October 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 October 1979 |
| PC | AMEX Put and Call Exam | 31 August 1977 |
| Series 7 | General Securities Representative Examination | 21 February 1976 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- AMEX Put and Call Exam
- Name
- General Securities Representative Examination
- Full name
- Jonathan Marc Nadler
- CRD
- 820448
- Firm
- Oxler Private Wealth · CRD 309684
- Registration
- Investment adviser registration
- In the industry since
- April 1976
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oxlerpw.com
Where does Jonathan Nadler work?
Jonathan Nadler is an investment adviser representative registered through Oxler Private Wealth LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Nadler a financial advisor?
Yes. Jonathan Nadler has a current investment-adviser registration in Florida, New York and Texas, through Oxler Private Wealth since August 2020.
How many years of experience does Jonathan Nadler have?
Jonathan Nadler has 50 years in the financial industry, since April 1976, across 2 adviser firms.
What exams has Jonathan Nadler passed?
Jonathan Nadler has passed 6 licensing exams: the Series 7, PC, Series 63, Series 8, Series 4 and Series 65. The earliest, the Series 7, was passed in February 1976. FINRA credited Jonathan Nadler with the SIE, which began in October 2018.
Is Jonathan Nadler registered with FINRA?
No. Jonathan Nadler has no current broker registration.
How can I verify Jonathan Nadler’s record?
Search CRD 820448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Nadler’s full registration record.