Jonathan A. Lakso

ALLIED CAPITAL GROUP

Fort Lauderdale, FL 33305

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CRD#: 3148967

Professional summary

Jonathan Arnold Lakso is a registered financial advisor currently at ALLIED CAPITAL GROUP, LLC located in Fort Lauderdale, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jonathan has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I have been the owner of Allied Realty Group, Inc since April 2002. This company is a commercial real estate property management firm for a few select properties. The business occupies less than 20 hours per month. Property accounting and banking activities occupy an estimated 4-6 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Arnold Lakso's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 22, 2017 - Present

ALLIED CAPITAL GROUP, LLC

Office #1: 2550 N. Federal Highway, Suite 200, Fort Lauderdale, FL 33305

RIA

CRD#: 286439

Fort Lauderdale, FL

Past

October 14, 1999 - July 25, 2001

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 10, 1999 - November 19, 1999

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/22/2017)

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

State Security Law Exam

IAR

Series 65

Date: 9/16/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/9/1999

General Securities Representative Examination

Current Firm

ALLIED CAPITAL GROUP, LLC

CRD#: 286439 / SEC#:

Florida

Registered Investment Advisory firm - (2/22/2017 Approved)

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Contact information

Main Address

2550 North Federal Highway, Suite 200, Fort Lauderdale, FL 33305

Mailing Address

P.o. Box 11090, Fort Lauderdale, FL 33339

Phone number

(954) 586-8400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Jonathan A. Lakso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Arnold Lakso's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIED CAPITAL GROUP, LLC

A. G. EDWARDS & SONS, INC.

RBC CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2015

Series 7

Date: 3/9/1999

Current Firm

ALLIED CAPITAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

ALLIED CAPITAL GROUP, LLC

TRUST BUT VERIFY

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