Jonathon FitzSimon has held the title Member at Pax Financial Group since January 2023, is not listed as a control person, but directly owns under 5% of the firm.
Pax Financial Group, LLC is a San Antonio, TX firm with $747M under management, 1,350 clients and 11 advisers across 3 offices, as of its June 2026 filing.
- Pax Financial GroupCurrent– present · 4 yearsSan Antonio, TX · Adviser representative · Firm CRD 284164
Investment adviser representative registrations
Jonathon FitzSimon is registered as an investment adviser representative in Texas, since March 2022.
- TexasSince 31 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathon Michael FitzSimon
- CRD
- 6813072
- Firm
- Pax Financial Group · CRD 284164
- Role
- Member
- Office
- 270 NORTH LOOP 1604 EAST, SUITE 200, San Antonio, TX 78232
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathon FitzSimon work?
Jonathon FitzSimon has held the title Member at Pax Financial Group, LLC since January 2023.
Is Jonathon FitzSimon a financial advisor?
Yes. Jonathon FitzSimon has a current investment-adviser registration in Texas, through Pax Financial Group since March 2022.
How many years of experience does Jonathon FitzSimon have?
Jonathon FitzSimon has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Jonathon FitzSimon passed?
Jonathon FitzSimon passed the Series 65 in March 2022.
Where is Jonathon FitzSimon based?
Jonathon FitzSimon’s registered office is in San Antonio, TX.
Is Jonathon FitzSimon registered with FINRA?
No. Jonathon FitzSimon has no current broker registration.
How can I verify Jonathon FitzSimon’s record?
Search CRD 6813072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathon FitzSimon’s full registration record.
