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Jonathan Seiler

Head of Operations at United Capital Financial Advisors

Officer recordForm ADV filed 15 June 2026

Jonathan Seiler is Head of Operations of United Capital Financial Advisors, LLC, an Irving investment adviser.

Career

Jonathan Seiler has been Head of Operations of United Capital Financial Advisors since November 2023. Jonathan Seiler is not listed as a control person, but directly owns under 5% of the firm. Jonathan Seiler holds a Bachelor of Arts degrees in Finance and Economics from Utah State University and an M.B.A. from Carnegie Mellon University.

United Capital Financial Advisors, LLC is an Irving, TX firm with $24.6B under management, 25,510 clients and 162 advisers across 47 offices, as of its June 2026 filing.

Jon Seiler leads operations at United Capital. Before joining, he was a senior operations vice president at Goldman Sachs Personal Financial Management.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Jonathan Seiler is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jonathan Seiler
CRD
5621340
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jonathan Seiler work?

Jonathan Seiler has been Head of Operations of United Capital Financial Advisors, LLC since November 2023.

Source: Form ADV, Schedule A, filed 15 June 2026

Leadership at United Capital Financial Advisors

Sources

  1. IAPD individual lookup, CRD 5621340. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of United Capital Financial Advisors, LLC, filed 15 June 2026. Title, control and ownership bands.
  3. United Capital team biographies. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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