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Jonathan Peter Sowa

Csenge Advisory Group, LLC

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About Jonathan Peter Sowa

Jonathan Sowa is a financial advisor registered with the Securities and Exchange Commission. Jonathan has been in the financial services industry since 2005 and has experience with Csenge Advisory Group, LLC and Lion Street Advisors, LLC. Jonathan is registered to offer securities and investment advisory services in various states including Alabama, Arizona, California, Florida, Louisiana, Ohio, Tennessee, and Virginia. Jonathan specializes in providing financial planning, portfolio management, and asset allocation services.

Firm Information

Jonathan Sowa is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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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fixed fees

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

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percentage of assets

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

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Jonathan Sowa’s Registration & Firm History

TN

02/25/2019 - Present

Csenge Advisory Group, LLC (Franklin TN)

TN

11/23/2011 - 07/31/2018

FSC SECURITIES CORPORATION (MEMPHIS TN)

TN

10/28/2010 - 11/15/2011

SECURITIES SERVICE NETWORK, INC. (FRANKLIN TN)

TN

04/08/2008 - 12/07/2009

SECURIAN FINANCIAL SERVICES, INC. (FRANKLIN TN)

TN

05/01/2007 - 03/11/2008

SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)

TN

11/29/2006 - 05/01/2007

SIGNATOR INVESTORS, INC. (NASHVILLE TN)

TN

09/23/2005 - 10/05/2006

AXA ADVISORS, LLC (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 04/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Peter Sowa.
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