Jonathan G. Garlow

STRONGBOX WEALTH

Lee's Summit, MO 64064

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CRD#: 5847474

Professional summary

Jonathan Grant Garlow, CPWA® is a registered financial advisor currently at STRONGBOX WEALTH, LLC located in Lee's Summit, Missouri.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 3 firms and has passed the Series 66, SIE 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.

1) STRONGBOX WEALTH. INVESTMENT RELATED BUSINESS. LOCATED AT 3470 NE RALPH POWELL RD, SUITE A, LEES SUMMIT, MO 64064. NATURE OF BUSINESS IS RIA. TITLE IS FOUNDING PARTNER. STARTED 08/2019. 160 HRS/MO DEVOTED - 6.5 HRS/DAY DURING TRADING. DUTIES ARE FINANCIAL ADVISOR & CLIENT SERVICE. 2)FIXED INSURANCE (PKSF). INVESTMENT RELATED BUSINESS. LOCATED AT 80 STATE ST, ALBANY, NY 12207. NATURE OF BUSINESS IS INSURANCE. TITLE IS INSURANCE AGENT. STARTED 08/2019. 4 HRS/MO - 1 HR/WEEK DEVOTED DURING TRADING. DUTIES ARE ADVISING CLIENTS ON FIXED INSURANCE PRODUCTS WHEN APPLICABLE. 3) Lee's Summit Chamber Foundation. Not investment related business. Located at Lee's Summit, MO. Board chair. Started 03/2022. Provide leadership, educational & financial support to the community in area of economic development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Grant Garlow's CRS (Customer Relationship Summary).

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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2016-07-08

Expire date: 2024-05-31

Experience

Current

August 27, 2019 - Present

STRONGBOX WEALTH, LLC

Office #1: 3470 Ne Ralph Powell Road Suite A, Lee's Summit, MO 64064

RIA

CRD#: 304952

Lee's Summit, MO

Past

August 23, 2019 - July 29, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Lee's Summit, MO

Past

December 2, 2010 - August 27, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LEES SUMMIT, MO

Past

November 5, 2010 - August 27, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LEES SUMMIT, MO

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".

STRONGBOX WEALTH, LLC

STRONGBOX WEALTH | STRONGBOX WEALTH, LLC

CRD#: 304952 / SEC#: 801-117141

RIA

Registered Investment Advisory firm - (8/8/2019 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

Missouri
(8/27/2019)

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 66

Date: 12/1/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2010

General Securities Representative Examination

Current Firm

STRONGBOX WEALTH, LLC

STRONGBOX WEALTH | STRONGBOX WEALTH, LLC

CRD#: 304952 / SEC#: 801-117141

RIA

Registered Investment Advisory firm - (8/8/2019 Approved)

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Contact information

Main Address

3470 Ne Ralph Powell Road Suite A, Lee's Summit, MO 64064

Mailing Address

Phone number

(816) 607-5410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,550
AUM (Assets Under Management)	$ 456,532,204

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 G. Garlow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Grant Garlow's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRONGBOX WEALTH, LLC

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

STRONGBOX WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2010

Current Firm

STRONGBOX WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRONGBOX WEALTH, LLC

TRUST BUT VERIFY

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