Jonathan Carl Costa

Current Employers

Employment History

• 09/2016 → 01/2021
  Redmen Baseball
  Mineola, NY
• 01/2016 → 01/2021
  Blue Collar Athletics
  Oyster Bay, NY
• 09/2016 → 03/2017
  Maxim Group Llc
  Woodbury, NY
• 03/2017 → 07/2019
  Bay Crest Partners Llc
  New York, NY
• 06/2021 → 03/2024
  Fidelity Investments
  Jacksonville, FL
• 02/2021 → 05/2021
  Unemployed
  Jacksonville, FL
• 11/2019 → 01/2021
  United Mechanical
  Woodhaven, NY
• 10/2013 → 09/2016
  Cove Sports Academy
  Glen Cove, NY
• 03/2024 → Present
  Drake & Associates, Llc
  Milwaukee, WI

Previous Registrations

• 2022-12-07 → 2024-03-01
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL

Other Businesses

Loft Financial Advisory Group, LLC; investment related: Yes; Location of the business: 20965 Crossroads Circle, Waukesha, WI 53186; Description of the business: Licensed insurance agent in the state of Wisconsin.; Position Title: Insurance Agent; Responsibilities Duties: Offer clients advice or insurance products.; Start date with business: 03/25/2019; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 40.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2017-01-18

Other Names

• Jonathan Costa