Jonathan F. Cahill

DIVERSIFIED

Wayne, PA 19087

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CRD#: 6619783

Professional summary

Jonathan Francis Cahill, CFP®, who also goes by Jonathan Francis Cahill, Jonathan Cahill, is a registered financial advisor currently at DIVERSIFIED, LLC located in Wayne, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Francis Cahill | Jonathan Cahill

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Francis Cahill'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

September 26, 2025 - Present

DIVERSIFIED, LLC

Office #1: 985 Old Eagle School Road Suite #508, Wayne, PA 19087

RIA

CRD#: 331709

Wayne, PA

Past

February 10, 2023 - July 22, 2024

CROSSGATE WEALTH ADVISORS, LLC

RIA

CRD#: 121856

YARDLEY, PA

Past

November 26, 2018 - February 2, 2023

GIRARD PARTNERS LTD.

RIA

CRD#: 39163

King of Prussia, PA

Past

November 29, 2017 - July 13, 2018

LPL FINANCIAL LLC

CRD#: 6413

HARLEYSVILLE, PA

Past

September 12, 2016 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

HARLEYSVILLE, PA

Past

March 21, 2016 - June 27, 2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

DRESHER, PA

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".

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 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

Pennsylvania
(9/26/2025)

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: 11/26/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/25/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/21/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 Approved)

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Contact information

Main Address

3705 Concord Pike, Wilmington, DE 19803

Mailing Address

Phone number

(302) 765-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFIED, LLC BROCHURE (3/27/2025)

DIVERSIFIED, LLC WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,494
AUM (Assets Under Management)	$ 2,080,500,590

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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Advisor Monitoring

Firm Stability Insights

Jonathan F. Cahill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Francis Cahill's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSGATE WEALTH ADVISORS, LLC

GIRARD PARTNERS LTD.

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

Primary Firm SEC Registration

DIVERSIFIED, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/2018

Series 63

Date: 5/25/2016

SIE

Date: 7/13/2018

Series 6

Date: 3/21/2016

Current Firm

DIVERSIFIED, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED, LLC

TRUST BUT VERIFY

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