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Jonathan Thomas Kane

THE PATRIOT GROUP, LLC·DARIEN, Connecticut
SIE, Series 7, Series 63Clean recordTHE PATRIOT GROUP, LLC
1120 POST ROAD, DARIEN, CT 06820CRD# 2270230Firm CRD# 156727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Thomas Kane · DARIEN, CT
Registration
CRD #2270230 · THE PATRIOT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THE PATRIOT GROUP, LLC
CRD 156727 · SEC 801-74156
AUM
$105M
Regulatory assets under management
Employees
10
5 client accounts
Services offered by THE PATRIOT GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at THE PATRIOT GROUP, LLC →
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04

Frequently Asked Questions

What services does Jonathan Thomas Kane offer?
Jonathan Thomas Kane specializes in Investment Management, Retirement Planning. Contact their office in DARIEN, Connecticut for a consultation.
What are Jonathan Thomas Kane's credentials?
Jonathan Thomas Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Thomas Kane located?
Jonathan Thomas Kane is based in DARIEN, Connecticut, working with THE PATRIOT GROUP, LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Jonathan Thomas Kane charge for services?
Jonathan Thomas Kane's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PATRIOT GROUP, LLC?
THE PATRIOT GROUP, LLC has approximately 10 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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