Jonathan M. Gardey
MODERN WEALTH MANAGEMENT
SAGINAW, MI 48638
Some features on this profile are disabled
CRD#: 5030529
Professional summary
Jonathan Mcneill Gardey, CFP®, who also goes by Jonathan Mcneil Gardey, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Saginaw, Michigan.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 2 firms .
Question & Answer
What are your service offerings?
Budgeting
Tax Planning
Business Succession Planning
Retirement Planning
Education Planning
Estate Planning
Social Security Planning
Inheritance
Retirement Income Management
Investment Planning
Comprehensive Financial Planni...
Life Transitions
Small Business Planning
Debt Management
Do you have an area of expertise or specialization?
Annuities
AUM
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jonathan Mcneil Gardey
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.
1. HARROW HOLDING GROUP LLC; NOT INVESTMENT RELATED; 8325 Ohern Rd, Saginaw, MI 48609; HOLDING GROUP OWNS AND MANAGES 3 COMMERCIAL REAL ESTATE BUILDINGS. MODERN WEALTH MANAGEMENT LLC IS A TENANT IN ONE OF THE BUILDING OWNED BY HARROW HOLDING GROUP; MANAGING MEMBER; START DATE: 03/2000; 1 HRS/MNTH DURING SECURITIES TRADING HOURS. 10 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS; NEGOTIATE LEASES, PERFORM MANTENANCE AND UP KEEP. 2. COVENANT HEALTH CARE; INVESTMENT RELATED; 700 COOPER AVE SAGINAW MI 48602; INVESTMENT COMMITTEE CHAIRMAN; START DATE: 09/2010; 2 HRS/MONTH DURING SECURITIES TRADING HOURS. 0 HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS. CHARING A COMMITTEE THAT OVERSEES THE HOSPITALS INSURANCE RESERVES ENDOWMENT FUND, PENSION FUND, AND HOSPITAL RESERVE FUND. 3. CENTRAL EQUITY INVESTMENTS; INVESTMENT RELATED; 641 SOUTH ASHLEY ANN ARBOR MI 48103; MEMBER OF BOARD OF DIRECTORS -REAL ESTATE INVESTMENTS; START DATE 11/1995; 1 HR/MNTH DURING SECURITIES TRADING HOURS; 0 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS; COMPANY MAKES DIRECT REAL ESTATE INVESTMENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Mcneill Gardey'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®
CFP®
Start date: 1998
Experience
Current
December 13, 2024 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 100 Harrow Lane, Saginaw, MI 48638RIA
CRD#: 324624
SAGINAW, MI
Past
April 6, 2010 - March 26, 2025
GARDEY FINANCIAL ADVISORS INC
RIA
CRD#: 105337
SAGINAW, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 Approved)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
Michigan(12/13/2024)
Exams
Current Firm
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
13550 W 95th St., Lenexa, KS 66227
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,823 |
| AUM (Assets Under Management) | $ 6,148,915,787 |
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.
Company Information
MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624Saginaw, MI 48638TRUST BUT VERIFY
Monitor Jonathan Gardey
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
