JG
JG

Jonathan Edward Grabe

32 Years of Experience
3 DisclosuresBrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$274K average
Assets Under Management
$285.9M

Fee Structure

Minimum Investment:None
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Location

20 E. Fort King Street, Suite B-4, Ocala, FL, 34471

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2021
Regulatory
February 1992
Final
Criminal
May 1983
Final Disposition
Other Business ActivitiesSells Insurance

Jonathan is an insurance agent selling various insurance products including life, disability, annuity, long-term care, health, Medicare supplements, and group products. He also owns Corporate Capital Resources of Florida, an entity established to receive commissions, and sells property and casualty insurance. These activities each take about 10-20% of Jonathan's time.

Employment History
Current Registrations
Sb Advisory, LLC
June 2021 - Present · 4 yrs 8 mos
San Blas Securities LLC
March 2021 - Present · 4 yrs 11 mos
San Blas Securities LLCBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Principal Securities, INC.
October 2019 - March 2021 · 1 yr 5 mos
Principal Securities, INC.Broker
October 2019 - March 2021 · 1 yr 5 mos
Lincoln Financial Securities Corporation
December 2012 - October 2019 · 6 yrs 10 mos
Comprehensive Financial LLC
October 2010 - December 2012 · 2 yrs 2 mos
Lincoln Financial Securities CorporationBroker
October 1997 - October 2019 · 22 yrs
Jefferson-Pilot Investor Services, INC.Broker
April 1997 - October 1997 · 6 mos
Mutual of Omaha Investor Services, INC.Broker
May 1993 - December 1996 · 3 yrs 7 mos
First Investors CorporationBroker
November 1984 - May 1985 · 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.