Jonathan Gilbert (CRD# 7510532) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Macon, GA and has 1 year of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 2507388
Cfs Wealth Management
CRD# 1257428
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Security First Asset Management | Macon, GA | Mar 2022 - Current | 2 |
| Middle Georgia State University | Macon, GA | Aug 2018 - Jul 2022 | 3 |
| Midsouth Community Fcu | Macon, GA | Jan 2021 - Dec 2021 | < 1 |
| Uchee Trail Country Club | Cochran, GA | Mar 2019 - Jan 2021 | 1 |
| Macon Bacon Baseball Sizzle Squad | Macon, GA | May 2020 - Oct 2020 | < 1 |
| Missionary Volunteer | Sutton Coldfield, | Aug 2016 - Aug 2018 | 2 |
| Bleckley Country High School | Cochran, GA | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- GA
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Total Assets Under Management1,824MILLIONS
-
Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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