Jonathan David Whitaker

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Advanta Wealth Ltd (no longer approved here)

    FRN 605977

    • [FCA CF] Client dealing (10 Mar 2022 to 1 Jul 2022)
    • [FCA CF] Functions requiring qualifications (10 Mar 2022 to 1 Jul 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (11 Sep 2020 to 9 Sep 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Sep 2021)
    • CF30 Customer (8 Nov 2016 to 9 Sep 2021)

Recent activity

Updates to this individual's record on the FCA register.

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