Jonathan
Cahill
Crossgate Wealth Advisors, LLC
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About this Advisor
Jonathan Cahill is a certified financial planner based in Morrisville, Pennsylvania. Cahill is an employee of Crossgate Wealth Advisors, LLC. Cahill has gained experience at Allstate, The Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, Mariner Finance, Shoprite, Full-Time Education, National Planning Corporation, Lpl Financial LLC, Girard Advisory Services, LLC F/K/A Girard Partners, LTD and Crossgate Wealth Advisors, LLC. Cahill holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Crossgate Wealth Advisors, LLC is a financial advisory business based out of Morrisville, PA. It administers $186 million in assets under management between its 741 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 741 accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually vary depending on the services offered. However, fee types charged by Crossgate Wealth Advisors, LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crossgate Wealth Advisors, LLC Brokerage Details
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$186,058,849
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6
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741
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$251,092
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Cahill Work History
Jonathan has been registered as a financial advisor for 0 years.*
Crossgate Wealth Advisors, LLC
Girard Advisory Services, LLC F/K/A Girard Partners, LTD
Lpl Financial LLC
The Prudential Insurance Company Of America
Prudential Annuities Distributors, Inc
National Planning Corporation
Mariner Finance
Allstate
Shoprite
Full-Time Education
*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 Cahill 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 Crossgate Wealth Advisors, LLC
Morrisville, PA
Morrisville, PA
Morrisville, PA
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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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