JM
JM

Jonathan Marko

8 Years of Experience
Grosse Pointe Shores, MI

Jonathan Marko is a registered investment advisor at Ballers and Associates, based in Grosse Pointe Shores, MI, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Grosse Pointe Shores, MI

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jonathan works as an attorney at a law firm, Marko Law. This takes nearly full-time, about 120 hours per month, with 75 hours dedicated to non-investment related activities.

Employment History
Current Registrations
Ballers and Associates
October 2017 - Present · 8 yrs 7 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
Jonathan Marko - Financial Advisor | TrueAdvisor