Investment adviser representative · Modern Wealth Management, LLC
Jonathan M. Gardey
CRD 5030529 · Saginaw, MI
At a glance
Jonathan M. Gardey is an investment adviser representative with Modern Wealth Management, LLC in Saginaw, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Modern Wealth Management, LLCSince January 2025Saginaw, MI · $11B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.