Jonathan Marshall
Jonathan Marshall is a registered investment advisor at Dg Wealth, based in Venice, FL, with 29 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
333 Tamiami Trail S Suite 221, Venice, FL, 34285
Get directionsHistory
Regulatory History (2)
Financial
July 2017Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Jonathan is the owner of Marshall Financial LLC DBA DG Advisors, offering various insurance products, dedicating about 10-20% of his time. He is also a partner in DG Insurance, focusing on traditional health insurance, spending minimal time on this activity.
Employment History
Current Registrations
Dg Wealth
Previous Registrations
Ae Wealth Management, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Proequities, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
1717 Capital Management CompanyBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.