linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan David Gilbert

Madison Avenue Securities, 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 David Gilbert

Jonathan David Gilbert is a Registered Representative of Madison Avenue Securities, LLC and an Investment Advisor Representative in Georgia. He is a licensed professional with experience in the financial services industry. Jonathan holds the Series 7TO, SIE, and Series 66 licenses. His areas of specialization include: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, and Selection of Other Advisers. He is registered with the following state regulatory bodies: Georgia, and Florida. Jonathan David Gilbert is committed to providing sound financial advice and working with clients to achieve their financial goals.

Firm Information

Jonathan Gilbert is currently registered with Madison Avenue Securities, LLC. Madison Avenue Securities, LLC is a Limited Liability Company formed in May 2005 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. They also provide selection of other advisors services. As of the last reporting period, the firm manages over $1.8 billion in assets across approximately 13,989 accounts. Madison Avenue Securities, LLC is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Madison Avenue Securities, LLC

13500 EVENING CREEK DR. N

SAN DIEGO, CA 92128

$1.82B

Assets Under Management

187

Total Clients

131

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

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

commissions

Earned based on transactions or products sold.

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 Gilbert’s Registration & Firm History

GA

07/31/2023 - Present

Madison Avenue Securities, LLC (Macon GA)

Not sure if Jonathan David Gilbert is right for you?

Licenses & Designations

BOTH

Issued 07/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

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