Jonathan Gade is a registered investment advisor, based in Tampa, FL, with 19 years of industry experience.
Location
3030 N. Rocky Pt. Dr. W., Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan has several outside business activities. These include a business entity for tax/investment purposes, non-variable insurance sales, Serve & Protect Financial, working as a behavioral health technician, and introducing potential clients to a construction company. He dedicates about 10-20% of his time to Serve & Protect Financial, working as a behavioral health technician, and introducing potential clients to a construction company, and a few hours per week to non-variable insurance sales.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Waddell & Reed, INC.Broker
State Registrations4 states
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.