Jonathan Mead

Current Employers

Employment History

• 09/2012 → 08/2017
  Buffalo Phil'S Grille
  Wisconsin Dellsq, WI
• 04/2016 → Present
  New York Life Insurance Co.
  Madison, WI
• 05/2016 → Present
  Nylife Securities Llc
  Madison, WI
• 06/2016 → Present
  Eagle Strategies Llc
  Madison, WI
• 12/2017 → Present
  Firm Foundation Wealth & Retirement Solutions, Llc
  Baraboo, WI

Previous Registrations

• 2015-10-30 → 2016-04-19
  Msi Financial Services, Inc.
  Middleton, WI
• 2015-03-11 → 2015-11-12
  Eagle Strategies Llc
  West Baraboo, WI

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 999 Fourier Dr. Suite 300 Madison, WI 53717; Start Date 02/2015; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property; renting office space to Beltone Hearing; 433 Linn St Baraboo, WI 53913; rental income; 1 hour per month; investment related] [Dells Escape Rooms; This business is a tourist attraction located in Wisconsin Dells.; 325 Broadway Wisconsin Dells, WI 53565; Start Date 06/2017; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [QSM Holdings LLC; LLC formed for the purchase of our detached office building and other pieces of real estate. The only property currently held is: 501 10th Ave, Baraboo, WI 53913; 433 Linn Street, Baraboo, WI 53913; Start Date 08/2017; Role/Title: Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FIRM FOUNDATION WEALTH & RETIREMENT SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BARABOO, WI; START DATE: 12/2017] [West Baraboo Professional Center LLC; OBA is created for this LLC to purchase a retail business space to either sell or create office space down the road. My partner, Darren Schwinefus, will be submitted an identical OBA submission.; 602 West Pine Street, Baraboo, WI 53913; Start Date 04/2019; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [JGM Consulting, LLC; I provide advice to owners of escape rooms based on my 8 years of experience. The escape room OBA is also cleared.; 433 Linn St, Baraboo, WI 53913; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Zoom calls held outside of trading hours.]

Exams

• S66 Uniform Combined State Law Examination
  2014-12-15
• S63 Uniform Securities Agent State Law Examination
  2012-11-01

Other Names

• Jonathan Mead
• Jon Mead
• Jonathan Geoffrey Mead