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Jonathan Michael Dease

Preferred Capital Securities, LLC

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About Jonathan Michael Dease

Jonathan Michael Dease is a registered representative with Preferred Capital Securities, LLC. Jonathan has over 20 years of experience in the financial services industry. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 6, 7 and 63 license. Jonathan also holds the Securities Industry Essentials Examination (SIE). Prior to joining Preferred Capital Securities, Jonathan worked at Provasi Capital Partners LP, Griffin Capital Securities, Inc., and Grubb & Ellis Capital Corporation. Jonathan is a member of the FINRA. Jonathan's office is located at 3290 Northside Parkway, NW, Suite 800, Atlanta, GA 30327.

Firm Information

Jonathan Dease is currently registered with Preferred Capital Securities, LLC. Preferred Capital Securities, LLC is a Limited Liability Company that was formed in September 2013. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

24

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.

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.

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Jonathan Dease’s Registration & Firm History

GA

09/01/2016 - Present

Preferred Capital Securities, LLC (ATLANTA GA)

TX

07/20/2015 - 09/02/2016

PROVASI CAPITAL PARTNERS LP (DALLAS TX)

CA

01/09/2012 - 04/08/2015

GRIFFIN CAPITAL SECURITIES, INC. (IRVINE CA)

CA

02/01/2011 - 11/28/2011

GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)

CA

05/11/2009 - 08/09/2011

GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)

CA

10/19/2000 - 02/10/2009

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 04/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Michael Dease.
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