Jonathan Richard Gagen
Investment adviser representative at Florida Financial Advisors, LLC
15 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Trinity Wealth Securities, LLCOct 2025 to now
- Florida Financial Advisors, LLCJul 2024 to now
- Self-employedAug 2019 to May 2024
- Saint Pete ShroomsApr 2017 to May 2020
- PublixMay 2011 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 7953573
- Firm CRD
- 288811