Jonathan P. Pace

TACTIVE ADVISORS

SARASOTA, FL 34236

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CRD#: 6998715

Professional summary

Jonathan Philip Thomas Pace, who also goes by Jay Pace, Jonathan Pace, is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Sarasota, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Pace | Jonathan Pace

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. Pace Financial and Insurance Services; Investment Related; February 2019; 30721 Russell Ranch Road #140 Westlake Village, CA 91362; Insurance sales; Founder & Financial Professional; 02/2019; 100 hrs/month; 160 hours during trading; Insurance Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Philip Thomas Pace'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®

None

Experience

Current

August 10, 2021 - Present

TACTIVE ADVISORS, LLC

Office #1: 1990 Main Street Suite 750, Sarasota, FL 34236

RIA

CRD#: 309311

SARASOTA, FL

Past

April 20, 2020 - March 26, 2025

CAPITAL MANAGEMENT SERVICES, INC.

RIA

CRD#: 118260

Westlake Village, CA

Past

September 4, 2019 - September 8, 2020

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Westlake Village, CA

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".

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 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

California
(8/10/2021)

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: 8/27/2019

Uniform Investment Adviser Law Examination

Current Firm

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(855) 282-2848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 456,874,649

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 P. Pace

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Philip Thomas Pace's CRS (Customer Relationship Summary).

Certified licenses

Experience

TACTIVE ADVISORS, LLC

CAPITAL MANAGEMENT SERVICES, INC.

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

TACTIVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2019

Current Firm

TACTIVE ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TACTIVE ADVISORS, LLC

TRUST BUT VERIFY

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