• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JONATHAN JOSEPH GENOVESE
JONATHAN GENOVESE, Jonathan J Genovese
CRD#: 5260487
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 3501 PGA BOULEVARD, SUITE 100
GRAND BANK CENTER
PALM BEACH GARDENS, FL 33410
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 3501 PGA BOULEVARD, SUITE 100
GRAND BANK CENTER
PALM BEACH GARDENS, FL 33410
Registration History
200620082010201220142016201820202022202420262 FIRMS2009 - 2010 (<1 year)2 FIRMS2018 - 2021 (2 years)2 FIRMS2021 - Present (3 years)BNATIONAL SECURITIES CORPORATION (CRD# 7569)2018 - 2018 (<1 year)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2017 - 2017 (<1 year)BTHE GMS GROUP, LLC (CRD# 8000)2015 - 2017 (2 years)BMORGAN STANLEY (CRD# 149777)2014 - 2014 (<1 year)BINCAPITAL LLC (CRD# 101420)2010 - 2014 (4 years)BCOLUMBIA MANAGEMENT DISTRIBUTO... (CRD# 30683)2008 - 2008 (<1 year)BTHE GMS GROUP, LLC (CRD# 8000)2007 - 2008 (1 year)BNATIONAL SECURITIES CORPORATION (CRD# 7569)2006 - 2007 (<1 year)IABROOKSTONE CAPITAL MANAGEMENT LLC (CRD# 141413)2021 - 2021 (<1 year)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2018 - 2020 (2 years)
License(s)

State Registrations

B
Alabama 1/4/2025

B
Nebraska 3/22/2024

B
Arizona 3/8/2022

B
New Jersey 10/25/2021

B
California 5/6/2022

B
New York 10/25/2021

B
Connecticut 3/2/2024

B
North Carolina 7/1/2022

B
District of Columbia 7/19/2024

B
Ohio 12/1/2022

B
Florida 10/25/2021

B
Pennsylvania 4/17/2024

IA
Florida 11/24/2021

B
South Carolina 5/3/2024

B
Georgia 9/9/2022

B
Tennessee 1/4/2025

B
Illinois 3/4/2022

B
Texas 7/1/2022

B
Indiana 11/3/2022

IA
Texas 9/11/2022

B
Kansas 11/29/2022

B
Utah 7/21/2022

B
Maine 7/19/2024

B
Vermont 7/8/2022

B
Maryland 8/14/2023

B
Virginia 1/4/2025

B
Massachusetts 10/25/2021

B
Washington 7/20/2022

B
Michigan 3/2/2024

B
Wisconsin 6/5/2023

B
Missouri 5/6/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
3501 PGA BOULEVARD, SUITE 100 GRAND BANK CENTER, PALM BEACH GARDENS, FL 33410
Registered with this firm since 11/24/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
3501 PGA BOULEVARD, SUITE 100 GRAND BANK CENTER, PALM BEACH GARDENS, FL 33410
WEST PALM BEACH, FL
Registered with this firm since 10/25/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/08/2021 - 10/06/2021 BROOKSTONE CAPITAL MANAGEMENT LLC (CRD#:141413) Palm Beach Gardens, FL
IA
10/23/2018 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) WEST PALM BEACH, FL
B
06/26/2018 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) WEST PALM BEACH, FL
IA
09/21/2018 - 12/31/2020 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) West Palm Beach, FL
B
01/19/2018 - 02/14/2018 NATIONAL SECURITIES CORPORATION (CRD#:7569) JUPITER, FL
B
09/11/2017 - 11/20/2017 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) BOCA RATON, FL
B
05/08/2015 - 08/24/2017 THE GMS GROUP, LLC (CRD#:8000) BOCA RATON, FL
B
06/16/2014 - 08/26/2014 MORGAN STANLEY (CRD#:149777) MIAMI, FL
B
01/25/2010 - 05/28/2014 INCAPITAL LLC (CRD#:101420) BOCA RATON, FL
IA
09/04/2009 - 02/04/2010 KILEY INVESTMENT MANAGEMENT, INC. (CRD#:147024) PALM BEACH GARDENS, FL
B
05/15/2009 - 02/04/2010 KILEY PARTNERS, INC. (CRD#:37814) PALM BEACH GARDENS, FL
B
02/20/2008 - 04/01/2008 COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CRD#:30683) BOSTON, MA
B
02/16/2007 - 02/21/2008 THE GMS GROUP, LLC (CRD#:8000) BOCA RATON, FL
B
12/21/2006 - 01/23/2007 NATIONAL SECURITIES CORPORATION (CRD#:7569) PALM BEACH GARDENS, FL
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.