Jonathan
Sizemore

Florida Financial Advisors, LLC

CRD#7595654
Investment Advisor
in Tampa, FL

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About this Advisor

Jonathan Sizemore is a financial advisor based in Tampa, Florida who has 1 year of relevant experience. Sizemore is on the advisory team at Florida Financial Advisors, LLC. During their career, Sizemore has held roles at Florida Financial Advisors, Sizemore Academy and Probe Domain. Sizemore holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Florida. Florida Financial Advisors, LLC is an advisory company headquartered in Tampa, FL. The company has offices in seven locations and a total of 170 advisors. It controls $95 million in total assets across its 3,750 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which service is provided. However, fee types billed by Florida Financial Advisors, LLC likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

401 S 12Th St. Unit 2
Tampa, FL 33602

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

FL Average: $1,855,561,029
Total Number of Employees

170

FL Average: 62
Total Number of Accounts

3,750

FL Average: 2,474
Average Account Size

$25,286

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jonathan Sizemore Work History

Jonathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Florida Financial Advisors

2018 - 2022 (4 years)

Probe Domain

2012 - 2018 (6 years)

Sizemore Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Sizemore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Florida Financial Advisors, LLC

Ilya Pogosyan
Miami, FL
Dakota Colonese
Jacksonville, FL
Vachel Pennebaker
Charlotte, NC
Parker Shetler
Tampa, FL
Trenton Barrett
Jacksonville, FL
Cameron Shepherd
Tampa, FL
Timothy Zimmerman
Tampa, FL
Sean Diorio
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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