Jonathan Webb has been Chief Executive Officer and Chief Compliance Officer of Pathway Financial Solutions since January 2026, is a control person of the firm and directly owns between 50% and 75% of it.
Pathway Financial Solutions, Inc. is a Salina, KS firm with $135M under management, 309 clients and 4 advisers in one office, as of its July 2026 filing.
Jonathan Webb’s longest registration was 15 years at Ofg Financial Services, Inc. (2011–2026). Before joining Pathway Financial Solutions in 2026, Jonathan Webb was registered through Ofg Financial Services, Inc.
- – present · under a yearSalina, KS · Adviser representative · Firm CRD 340594
- Ofg Financial Services, Inc.– · 15 yearsSalina, KS · Adviser representative · Firm CRD 23940
Investment adviser representative registrations
Jonathan Webb is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- KansasSince 13 March 2026
- TexasSince 13 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 November 2010 |
| Series 7 | General Securities Representative Examination | 13 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 December 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Dale Webb
- CRD
- 2306209
- Firm
- Pathway Financial Solutions · CRD 340594
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 120 S SANTA FE, Salina, KS 67401
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Webb work?
Jonathan Webb has been Chief Executive Officer and Chief Compliance Officer of Pathway Financial Solutions, Inc. since January 2026, and is a control person of the firm.
Is Jonathan Webb a financial advisor?
Yes. Jonathan Webb has a current investment-adviser registration in Kansas and Texas, through Pathway Financial Solutions since March 2026.
How many years of experience does Jonathan Webb have?
Jonathan Webb has 33 years in the financial industry, since January 1993, across 2 adviser firms.
What exams has Jonathan Webb passed?
Jonathan Webb has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in December 1992. FINRA credited Jonathan Webb with the SIE, which began in October 2018.
Where did Jonathan Webb work before Pathway Financial Solutions?
Before Pathway Financial Solutions, Jonathan Webb was registered through Ofg Financial Services, Inc., January 2011 to March 2026.
Where is Jonathan Webb based?
Jonathan Webb’s registered office is in Salina, KS.
Is Jonathan Webb registered with FINRA?
Yes. Jonathan Webb has a current broker registration, under CRD 2306209.
Source: FINRA BrokerCheck
How can I verify Jonathan Webb’s record?
Search CRD 2306209 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Webb’s full registration record.
