Jonathan Grabe, financial advisor Ocala FL

Jonathan Grabe

CRD Number: 1321797
Current Firm: Sb Advisory, LLC

Jonathan Grabe (CRD# 1321797) is an Investment Advisor Representative working at Sb Advisory, LLC in Ocala, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
San Blas Securities Atlanta, GA Mar 2021 - Current 3
Retirement Plan Man, LLC Ocala, FL Oct 2019 - Current 4
Principal Life Insurance Company Ocala, FL Oct 2019 - Mar 2021 1
Principal Securities Inc. Ocala, FL Oct 2019 - Mar 2021 1
Comprehensive Financial LLC Oviedo, FL Sep 2010 - Oct 2019 9
Lincoln Financial Securities Corporation Ocala, FL Jul 2008 - Oct 2019 11
Corporate Captial Resources Of Ocala Ocala, FL Sep 2007 - Oct 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Sep 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan E. Grabe
Phone Number: 404-704-0406
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    826
    ACCOUNTS
  • Average Account Value
    $298,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI

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