Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edward Grabe is a financial advisor with over 28 years of experience in the industry. Jonathan is a registered representative with SB Advisory, LLC, where Jonathan offers investment advisory services. Jonathan has experience with a variety of firms, including Principal Securities, Inc., Lincoln Financial Securities Corporation, Jefferson-Pilot Investor Services, Inc., Mutual of Omaha Investor Services, Inc. and First Investors Corporation. Jonathan is a Series 6, 7, 63, and 66 licensed financial professional. Jonathan’s specializations include financial planning, portfolio management, and selection of other advisors. Jonathan serves individuals and high-net-worth clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
SB Advisory, LLC (Ocala FL)
FL
10/14/2019 - 03/22/2021
PRINCIPAL SECURITIES, INC. (Ocala FL)
FL
10/01/1997 - 10/15/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (Ocala FL)
IN
04/15/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NE
05/24/1993 - 12/12/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NA
11/20/1984 - 05/13/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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