Jon Gabriel Lontai
Investment Adviser Representative at Arcus Capital Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jon Gabriel Lontai is an investment adviser representative with Arcus Capital Partners, LLC in Castle Rock, CO, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD AmeritradeMay 2013 – Dec 2022Chicago, IL
- CHARLES SCHWAB and CO., INC.Dec 2022 – Jan 2024Chicago, IL
- Arcus Capital Partners, LLCJun 2024 – no end date reportedAtlanta, GA
- UnemployedJan 2024 – May 2024Castle Rock, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Arcus Capital Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Arcus tailors asset management approaches to individual client situations, provides access to a wider range of asset classes and alternative investments, and implements disciplined strategies aimed at delivering maximum risk-adjusted returns with the least risk.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Atlanta, GA
- SEC file number:
- 801-69325
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Arcus Capital Partners, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jon Gabriel Lontai has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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