Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Fort Meyers, FL
Ceres Financial Group, Inc.
Supported
Jonathan Busa is a financial advisor with Ceres Financial Group, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ceres Financial Group since 2001 and also works with OSAIC Wealth Inc. since 1998. In addition to his advisory roles, he serves as Chairman of the Laguna Lakes Community Development District Board Supervisor, overseeing local water and irrigation management. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services, employing a non-discretionary investment approach with customized asset allocations and third-party model portfolios.
Based on Ceres Financial Group, Inc.
Based on Ceres Financial Group, Inc.
Fixed fees ranging from $500 to $25,000 for financial planning; $500 to $2,500 for administrative services
$0 - $750,000: 1.20% annually $750,001 - $1,250,000: 1.10% annually $1,250,001 - $2,000,000: 0.95% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.45% annually
Commission-based compensation through registered representatives for securities and insurance products
$150 to $250 per hour for consulting services
Account minimum: $100,000 for Mutual Fund accounts, $250,000 for Privately Managed Accounts, $500,000 for Consolidated Managed Accounts (negotiable and may be waived) Fee-only: Fixed fees $500 to $25,000 for broad-based planning; Hourly fees $150 to $250 for specific services
Fort Meyers, FL
Fort Meyers FL
Advisors at this office
1
Florida · Massachusetts
33 years of industry experience
Ceres Financial Group, Inc.
2001 - Present • 25 years
Stoughton, MA
OSAIC WEALTH INC. (fka ROYAL ALLIANCE ASSOCIATES, INC.)
1998 - Present • 28 years
Wakefield, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Andrew Pastrikos is the sole advisor at Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 13 years of industry experience, including prior work at Leucadia Asset Management LLC. Roscoe Capital Management provides investment advisory and discretionary portfolio management services to individual and high-net-worth clients. The firm uses a value-oriented, fundamental analysis approach and offers tailored investment guidelines, managing accounts on a discretionary basis with regular monitoring and rebalancing. It also hosts periodic complimentary educational workshops on personal finance and retirement topics.
Series 66
Fort Myers, FL
CPK Wealth Management LLC
Chad Kunc is a financial advisor at CPK Wealth Management LLC in Fort Myers, FL, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is also a licensed insurance professional, dedicating less than 10% of his business time to this activity. CPK Wealth Management LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and sponsored retirement plans. The firm offers mostly discretionary, customized portfolio management using a relative-strength process combined with fundamental and technical analysis, and it is notable for its retirement plan and pension consulting services conducted in an ERISA fiduciary capacity.
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.
Series 66
Fort Myers, FL
Broaden Wealth LLC
Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.
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