Jonathan Carl Costa
Investment adviser representative at Drake & Associates, LLC
10 yearsExperience
1 stateRegistered in
$607.3MFirm assets
7 yearsFirm in business
Are you Jonathan Carl Costa? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Drake & Associates, LLCMar 2024 to now
- Fidelity InvestmentsJun 2021 to Mar 2024
- UnemployedFeb 2021 to May 2021
- United MechanicalNov 2019 to Jan 2021
- Bay Crest Partners LLCMar 2017 to Jul 2019
- Redmen BaseballSep 2016 to Jan 2021
- Maxim Group LLCSep 2016 to Mar 2017
- Blue Collar AthleticsJan 2016 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
Drake & Associates, LLC
$607.3MAssets managed
3,401Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6708695
- Firm CRD
- 154854