Jonathan Gagen is a registered investment advisor, based in Tampa, FL, with 1 years of industry experience.
Location
6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan works full-time as a financial consultant for Florida Financial Advisors, an RIA. He also sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
October 2025 - Present · 9 mos
Florida Financial Advisors, LLC
July 2024 - Present · 2 yrs
State Registrations1 state
FL
AdvisorBrokerBoth
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.