AdvisorOS Directory
Claim Profile
Unclaimed Profile
JG

Jonathan Grant Garlow

STRONGBOX WEALTH, LLC·LEE'S SUMMIT, Missouri
Clean recordSTRONGBOX 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Grant Garlow is a registered financial advisor based in LEE'S SUMMIT, Missouri, affiliated with STRONGBOX WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
STRONGBOX WEALTH, LLC
STRONGBOX WEALTH, LLC
AUM
$394M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRONGBOX WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5847474
Firm CRD# 304952
View on FINRA BrokerCheck →

Looking for a financial advisor in LEE'S SUMMIT?

Browse all registered financial advisors in LEE'S SUMMIT, Missouri or claim this profile if it's yours.

Browse LEE'S SUMMIT AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STRONGBOX WEALTH, LLC

Charles Sherwood Cooper
LEE'S SUMMIT, MO

More Advisors in LEE'S SUMMIT, Missouri

David Max Garrison
CAPITAL INVESTMENT MANAGEMENT, INC·LEE'S SUMMIT, MO
Douglas Francis Clark
MADISON WEALTH ADVISORS, LLC·LEE'S SUMMIT, MO
Wayne Howard Vandeusen
CAPITAL INVESTMENT MANAGEMENT, INC·LEE'S SUMMIT, MO
Benjamin J Malick
BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, MO
Matthew Tyler Shull
CAPITAL INVESTMENT MANAGEMENT, INC·LEE'S SUMMIT, MO
Stephen Stricklin
BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Request removal of this profile