Jonathan James Grogan
Professional Summary
Jonathan James Grogan, who also goes by Jon Grogan, Jonathan J Grogan, Jonathan James Grogan, Jonathan Grogan, is a registered financial advisor currently at JUTH INVESTMENT ADVISORY located in Naples, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 3 firms and has passed the Series 66, 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
Jon Grogan, Jonathan J Grogan, Jonathan James Grogan, Jonathan Grogan
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Videos & Posts
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Contact Information
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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.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
JUTH INVESTMENT ADVISORY | JUTH INVESTMENT ADVISORY LLC
Contact Information
Main Address
4851 Tamiami Trail N Suite 200, Naples, FL 34103Phone Number
(239) 841-9917# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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State Registrations and Notice Filings
(5/15/2026)
(11/25/2025)
(2/25/2026)
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 Oct 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan James Grogan's CRS (Customer Relationship Summary).
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