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Jonathan Mcneill Gardey

GARDEY FINANCIAL ADVISORS INC·SAGINAW, Michigan
Clean record16 years registeredGARDEY FINANCIAL ADVISORS INC
100 HARROW LANE, SAGINAW, MI 48638CRD# 5030529Firm CRD# 105337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Mcneill Gardey · SAGINAW, MI
Registration
CRD #5030529 · GARDEY FINANCIAL ADVISORS INC · 16 years registered
Brand Profile
Not yet started
01

Career History

MODERN WEALTH MANAGEMENT, LLC
Dec 2024 – present
GARDEY FINANCIAL ADVISORS INC
Apr 2010 – Mar 2025
SAGINAW, MI
02

Registrations & Exams

Registration record
First registered · April 6, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GARDEY FINANCIAL ADVISORS INC
CRD 105337 · SEC 801-22431
AUM
$228M
Regulatory assets under management
Employees
5
607 client accounts
Services offered by GARDEY FINANCIAL ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GARDEY FINANCIAL ADVISORS INC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan Mcneill Gardey offer?
Jonathan Mcneill Gardey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAGINAW, Michigan for a consultation.
What are Jonathan Mcneill Gardey's credentials?
Jonathan Mcneill Gardey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Mcneill Gardey located?
Jonathan Mcneill Gardey is based in SAGINAW, Michigan, working with GARDEY FINANCIAL ADVISORS INC. Their office serves clients in the SAGINAW metropolitan area and surrounding communities.
How does Jonathan Mcneill Gardey charge for services?
Jonathan Mcneill Gardey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDEY FINANCIAL ADVISORS INC?
GARDEY FINANCIAL ADVISORS INC has approximately 5 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GARDEY FINANCIAL ADVISORS INC

Kim Mcneill Gardey
SAGINAW, MI
Garnet Marie Sherman
SAGINAW, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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