Unclaimed Profile

Jonathan Grant Garlow

STRONGBOX WEALTH, LLC·LEE'S SUMMIT, Missouri

SIE, Series 7, Series 66Clean record15 years registeredSTRONGBOX WEALTH, LLC

3470 NE RALPH POWELL ROAD, LEE'S SUMMIT, MO 64064CRD# 5847474Firm CRD# 304952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Grant Garlow · LEE'S SUMMIT, MO

Registration

CRD #5847474 · STRONGBOX WEALTH, LLC · 15 years registered

Brand Profile

Not yet started

Career History

STRONGBOX WEALTH, LLC

Aug 2019 – present

WELLS FARGO CLEARING SERVICES, LLC

Dec 2010 – Aug 2019

LEES SUMMIT, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 2, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRONGBOX WEALTH, LLC

CRD 304952 · SEC 801-117141

AUM

$394M

Regulatory assets under management

Employees

1,419 client accounts

Services offered by STRONGBOX WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRONGBOX WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Grant Garlow offer?

Jonathan Grant Garlow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEE'S SUMMIT, Missouri for a consultation.

What are Jonathan Grant Garlow's credentials?

Jonathan Grant Garlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Grant Garlow located?

Jonathan Grant Garlow is based in LEE'S SUMMIT, Missouri, working with STRONGBOX WEALTH, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.

How does Jonathan Grant Garlow charge for services?

Jonathan Grant Garlow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRONGBOX WEALTH, LLC?

STRONGBOX WEALTH, LLC has approximately 6 employees and manages $394M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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