Jonathan Gaudio
Jonathan Gaudio is a registered investment advisor at Allstate Financial Advisors, LLC, based in Columbus, OH, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
806 Bethel Rd, Columbus, OH, 43214-1900
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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 Activities
Jonathan is a partner at GMG Investment Group, LLC, involved in rental property decisions, dedicating minimal time. He also owns JGPS, LLC, focusing on pre-trial investigations, which takes about a quarter of his time. Additionally, Jonathan owns GAUDIO HOLDINGS, LLC, set up to purchase his office building and charge himself rent, requiring minimal time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
The Huntington Investment Company
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.