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Jonathan Brayden Colbert

Investment Adviser Representative at Cerity Partners Retirement PLAN Consultants

Louisville, KYCRD #7951954Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan Brayden Colbert is an investment adviser representative in Louisville, KY, currently registered with Cerity Partners LLC and Cerity Partners Retirement PLAN Consultants. They have worked in the securities industry since 2024. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kentucky.

Office

2201 High Wickham Place
Louisville, KY 40245

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/23/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cerity Partners Retirement PLAN ConsultantsCurrent
7/29/2024 – Louisville, KY
Cerity Partners LLCCurrent
7/23/2024 – Louisville, KY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Full-time Education
    Jul 2014 – May 2024Louisville, KY
  2. GE Appliances
    Jan 2023 – Dec 2023Louisville, KY
  3. Cerity Partners LLC
    May 2024 – no end date reportedNew York, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cerity Partners Retirement PLAN Consultants

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • 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

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Louisville, KY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Brayden Colbert 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jonathan Brayden Colbert - Fees, Credentials & Background