Jonathan Strauss has been Managing Partner of The Weil since October 2025, is a control person of the firm and directly owns between 10% and 25% of it. Jonathan Strauss holds an Executive Tax and Financial Planning program from San Diego State University. Jonathan Strauss studied at Point Loma Nazarene University.
The Weil Company is a San Diego, CA firm with $896M under management, 519 clients and 7 advisers in one office, as of its February 2026 filing.
Jon Strauss is a Managing Partner at Christopher Weil & Company (WEIL), where he advises families and business owners on investments, tax-aware strategy, estate transitions and multi-generational planning. He also helps shape how the firm operates, including how it communicates, how it delivers advice and how it supports clients.
- Christopher Weil & Co IncCurrent– present · 9 yearsSan Diego, CA · Adviser representative · Firm CRD 22090
Professional designations
Listed by The Weil
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Strauss is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2017; the most recent is Texas, in September 2021.
- CaliforniaSince 17 January 2017
- TexasResidentSince 21 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan William Strauss
- CRD
- 6734938
- Firm
- The Weil · CRD 22090
- Role
- Managing Partner
- Office
- 11236 EL CAMINO REAL, SUITE 200, San Diego, CA 92130
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cweil.com
Where does Jonathan Strauss work?
Jonathan Strauss has been Managing Partner of The Weil Company since October 2025, and is a control person of the firm.
Is Jonathan Strauss a financial advisor?
Yes. Jonathan Strauss has a current investment-adviser registration in California and Texas, through The Weil since January 2017.
How many years of experience does Jonathan Strauss have?
Jonathan Strauss has 9 years in the financial industry, since January 2017, across 1 adviser firm.
What exams has Jonathan Strauss passed?
Jonathan Strauss passed the Series 65 in January 2017.
Where is Jonathan Strauss based?
Jonathan Strauss’ registered office is in San Diego, CA.
Is Jonathan Strauss registered with FINRA?
No. Jonathan Strauss has no current broker registration.
Is Jonathan Strauss a CFP?
The Weil lists Jonathan Strauss with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Strauss’ record?
Search CRD 6734938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Strauss’ full registration record.
