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Jonathan Mcneill Gardey

GARDEY FINANCIAL ADVISORS INC·SAGINAW, Michigan
Clean recordGARDEY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Mcneill Gardey is a registered financial advisor based in SAGINAW, Michigan, affiliated with GARDEY FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GARDEY FINANCIAL ADVISORS INC
GARDEY FINANCIAL ADVISORS INC
AUM
$228M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5030529
Firm CRD# 105337
View on FINRA BrokerCheck →

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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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