• 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 Michael Fersht
Jonathan Fersht
CRD#: 5799239
IA
Investment Adviser
B
Previous Broker
KELSEY FINANCIAL, LLCCRD#: 314950 32123 Lindero Canyon Road, Ste 306
Westlake Village, CA 91361
Registration History
201020122014201620182020202220242026IAKELSEY FINANCIAL, LLC (CRD# 314950)2023 - Present (2 years)BWESTERN INTERNATIONAL SECURITI... (CRD# 39262)2018 - 2022 (4 years)BISAAK BOND INVESTMENTS, INC. (CRD# 7413)2015 - 2018 (2 years)BLADENBURG THALMANN & CO. INC. (CRD# 505)2012 - 2015 (2 years)BFINANCIAL WEST GROUP (CRD# 16668)2010 - 2012 (2 years)
License(s)

State Registrations

IA
California 1/1/2023

Current Registration(s)
IA
KELSEY FINANCIAL, LLC (CRD#:314950)
32123 Lindero Canyon Road, Ste 306, Westlake Village, CA 91361
Registered with this firm since 1/1/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
B
02/07/2018 - 12/12/2022 WESTERN INTERNATIONAL SECURITIES, INC. (CRD#:39262) Pasadena, CA
B
08/12/2015 - 02/07/2018 ISAAK BOND INVESTMENTS, INC. (CRD#:7413) MANHATTAN BEACH, CA
B
10/26/2012 - 08/07/2015 LADENBURG THALMANN & CO. INC. (CRD#:505) CALABASAS, CA
B
06/25/2010 - 11/14/2012 FINANCIAL WEST GROUP (CRD#:16668)
FINRA expelled the firm on 02/13/2020
WESTLAKE VILLAGE, CA
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.