Jonathan Edward Marshall
Professional Summary
Jonathan Edward Marshall, who also goes by John Edward Marshall II, John Marshall, Johnny Edward Marshall, Johnny Marshall, Jonathan Edward Marshall Jr, is a registered financial advisor currently at DG WEALTH located in Venice, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Edward Marshall Ii, John Marshall, Johnny Edward Marshall, Johnny Marshall, Jonathan Edward Marshall Jr
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Videos & Posts
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Contact Information
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Years of Experience
30 years in the financial services industry
Current & Past Employments
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Current Firm
DG WEALTH | DG WEALTH LLC
Contact Information
Main Address
333 Tamiami Trail S Suite 221, Venice, FL 34285Phone Number
(941) 584-3320# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
60AUM (Assets Under Management)
$10,410,000Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(9/29/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1996About the Series 6 examSimilar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edward Marshall's CRS (Customer Relationship Summary).
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
