Jonathan Cathey (CRD# 7845028) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has 1 year of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Oxenfree Capital Llc Dba Oxenfree Financial | Satellite Beach, FL | Jan 2024 - Current | < 1 |
Christian Life Academy | Cape Coral, FL | Aug 2019 - Oct 2023 | 4 |
Neubert Construction Services Inc. | Fort Myers, FL | Jun 2018 - Aug 2019 | 1 |
Harns Marsh Elementary | Lehigh Acres, FL | Jan 2017 - May 2018 | 1 |
Florida Gulf Coast University | Fort Myers, FL | Aug 2016 - Jan 2017 | < 1 |
City Of Fort Myers Recreation Department | Fort Myers, FL | Oct 2011 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- FL
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts1,232ACCOUNTS
-
Average Account Value$97,978
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, LA, NC, OH, PA, TN, TX
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