Jonathan Philip thomas Pace
Investment adviser representative at Tactive Advisors, LLC
10 yearsExperience
1 stateRegistered in
$619MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Tactive Advisors, LLCAug 2021 to now
- Strategy Marketplace LLCJul 2021 to now
- Capital Management ServicesApr 2020 to now
- Pace Financial and Insurance ServicesFeb 2019 to now
- Ae Wealth Management, LLCSep 2019 to Apr 2020
- The Lotter GroupJun 2016 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tactive Advisors, LLC
$619MAssets managed
1,568Clients
17Advisers
5 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
- 6998715
- Firm CRD
- 309311