Janney Montgomery Scott
46yrs
Top advisor by experience in Blue Bell
17yrs
Jonathan Anthony Zerges
Financial advisor at Stonex Advisors
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office3 Valley Square Suite 110, Blue Bell, PA 19422
FirmStonex Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Stonex Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jun 2026 – nowIM Wealth PartnersCurrent
- 2016 – nowStonex Advisors Inc.Current firm
- 2014 – 2016Intl Advisory Consultants Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Stonex Advisors at 800-292-2411 and ask for Jonathan Anthony Zerges. Jonathan works from the Blue Bell, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Stonex Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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