linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Dane

Defiant Capital Group

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 Dane

Jonathan Dane is an investment advisor representative at Defiant Capital Group, located in Warrendale, Pennsylvania. Jonathan has been in the financial services industry since 2008 and has a diverse background in investment banking and wealth management. Jonathan holds the Series 7, 63, and 87 securities licenses and is a Certified Financial Planner™ and Chartered Financial Analyst®. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and managing pooled investment vehicles.

Firm Information

Jonathan Dane is currently registered with Defiant Capital Group. Defiant Capital Group is an investment advisor registered with the SEC. They manage approximately $37.5 million in client assets. The firm offers financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They work with high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.

$37.52M

Assets Under Management

3

Total Clients

2

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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 Dane’s Registration & Firm History

PA

08/12/2020 - Present

Defiant Capital Group (WARRENDALE PA)

PA

03/02/2016 - 12/31/2017

FSC SECURITIES CORPORATION (PITTSBURGH PA)

NY

05/15/2014 - 03/03/2016

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

09/20/2011 - 04/25/2014

JEFFERIES LLC (NEW YORK NY)

PA

05/06/2008 - 06/25/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

Not sure if Jonathan Dane is right for you?

Licenses & Designations

BC

Issued 08/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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