linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Carl Costa

Drake & Associates, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Carl Costa

Jonathan Carl Costa is an active Investment Advisor Representative in Wisconsin. Jonathan is currently registered with Drake & Associates, LLC in Waukesha, WI and has been in the industry since 2016. Jonathan has worked for a number of firms previously including Fidelity Brokerage Services LLC, Bay Crest Partners, LLC, and Maxim Group LLC. Jonathan holds both Series 63 and Series 65 licenses. Jonathan has experience working with individuals, high net worth individuals, and other clients.

Firm Information

Jonathan Costa is currently registered with Drake & Associates, LLC. Drake & Associates, LLC is a financial advisory firm based in Waukesha, Wisconsin. They offer financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They have a total of 2,332 accounts with $313,071,682 in assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Drake & Associates, LLC

20965 CROSSROADS CIRCLE

WAUKESHA, WI 53186

$313.07M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Costa’s Registration & Firm History

WI

04/30/2024 - Present

Drake & Associates, LLC (WAUKESHA WI)

NY

06/15/2021 - 02/29/2024

FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)

NY

03/13/2017 - 07/02/2019

BAY CREST PARTNERS, LLC (NY NY)

NY

11/14/2016 - 03/17/2017

MAXIM GROUP LLC (WOODBURY NY)

Not sure if Jonathan Carl Costa is right for you?

Licenses & Designations

IA

Issued 11/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2018

Series 57 - Securities Trader Exam

BC

Issued 06/29/2017

Series 19 - NYSE Floor Clerk - Equities Examination

BC

Issued 11/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Carl Costa.
Not sure if Jonathan Carl Costa is right for you?