Jonathan Mcneill Gardey

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  Harrow Holding Group Llc
  Saginaw, MI
• 03/2000 → Present
  Gardey Financial Advisors Llc
  Saginaw, MI
• 12/2024 → Present
  Modern Wealth Management
  Lenexa, KS

Previous Registrations

• 2010-04-06 → 2025-03-26
  Gardey Financial Advisors Inc
  Saginaw, MI

Other Businesses

1. HARROW HOLDING GROUP LLC; NOT INVESTMENT RELATED; 8325 Ohern Rd, Saginaw, MI 48609; HOLDING GROUP OWNS AND MANAGES 3 COMMERCIAL REAL ESTATE BUILDINGS. MODERN WEALTH MANAGEMENT LLC IS A TENANT IN ONE OF THE BUILDING OWNED BY HARROW HOLDING GROUP; MANAGING MEMBER; START DATE: 03/2000; 1 HRS/MNTH DURING SECURITIES TRADING HOURS. 10 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS; NEGOTIATE LEASES, PERFORM MANTENANCE AND UP KEEP. 2. COVENANT HEALTH CARE; INVESTMENT RELATED; 700 COOPER AVE SAGINAW MI 48602; INVESTMENT COMMITTEE CHAIRMAN; START DATE: 09/2010; 2 HRS/MONTH DURING SECURITIES TRADING HOURS. 0 HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS. CHARING A COMMITTEE THAT OVERSEES THE HOSPITALS INSURANCE RESERVES ENDOWMENT FUND, PENSION FUND, AND HOSPITAL RESERVE FUND. 3. CENTRAL EQUITY INVESTMENTS; INVESTMENT RELATED; 641 SOUTH ASHLEY ANN ARBOR MI 48103; MEMBER OF BOARD OF DIRECTORS -REAL ESTATE INVESTMENTS; START DATE 11/1995; 1 HR/MNTH DURING SECURITIES TRADING HOURS; 0 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS; COMPANY MAKES DIRECT REAL ESTATE INVESTMENTS.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jonathan Mcneil Gardey