Jonathon DeFeo has been an investment adviser representative at Elite Income Advisors since January 2025, and is not listed among the firm’s executive officers or direct owners.
Elite Income Advisors, Inc. is an Ellicott City, MD firm with $213M under management, 662 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Jonathon DeFeo’s longest registration was 4 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2017–2022). Before joining Elite Income Advisors in 2025, Jonathon DeFeo was registered through Red Oak Financial Group and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Elite Income Advisors, Inc.Current– present · 1 yearEllicott City, MD · Adviser representative · Firm CRD 285429
- Red Oak Financial Group– · 2 yearsTowson, MD · Adviser representative · Firm CRD 166912
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsHunt Valley, MD · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jonathon DeFeo is registered as an investment adviser representative in Maryland, since January 2025.
- MarylandSince 13 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 October 2017 |
| Series 7 | General Securities Representative Examination | 8 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathon Louis DeFeo
- CRD
- 6836982
- Firm
- Elite Income Advisors · CRD 285429
- Office
- 6011 UNIVERSITY BOULEVARD, SUITE # 350, Ellicott City, MD 21043
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathon DeFeo work?
Jonathon DeFeo is an investment adviser representative registered through Elite Income Advisors, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jonathon DeFeo a financial advisor?
Yes. Jonathon DeFeo has a current investment-adviser registration in Maryland, through Elite Income Advisors since January 2025.
How many years of experience does Jonathon DeFeo have?
Jonathon DeFeo has 9 years in the financial industry, since October 2017, across 3 adviser firms.
What exams has Jonathon DeFeo passed?
Jonathon DeFeo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Jonathon DeFeo with the SIE, which began in October 2018.
Where did Jonathon DeFeo work before Elite Income Advisors?
Before Elite Income Advisors, Jonathon DeFeo was registered through Red Oak Financial Group, May 2022 to November 2024; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2017 to May 2022.
Where is Jonathon DeFeo based?
Jonathon DeFeo’s registered office is in Ellicott City, MD.
Is Jonathon DeFeo registered with FINRA?
No. Jonathon DeFeo has no current broker registration.
How can I verify Jonathon DeFeo’s record?
Search CRD 6836982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathon DeFeo’s full registration record.