Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gade is a financial advisor with Independent Financial Partners. Jonathan has been in the financial services industry since 2006. Jonathan is a registered representative in Arizona, Colorado, Florida, Illinois, Kansas, New Jersey, New York, Oklahoma, Texas, and Virginia. Jonathan offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
03/23/2022 - Present
Independent Financial Partners (TAMPA FL)
FL
06/26/2015 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (TAMPA FL)
FL
05/08/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
04/30/2009 - 05/07/2009
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
06/28/2006 - 04/27/2009
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
06/14/2006 - 06/28/2006
WADDELL & REED, INC. (TAMPA FL)
BOTH
Issued 10/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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