Jonathan
Guerin
Garde Capital, Inc
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About this Advisor
Jonathan Guerin is a financial advisor working in Seattle, Washington with 1 year of relevant experience. Guerin is on the advisory team at Garde Capital, Inc. Over the course of their career, Guerin has held roles at Keybank, Infiniti, Societe Generale, Student - Ucla, Key Investment Services, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Bank Of America and Merrill Lynch. Guerin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Garde Capital, Inc is a company that has its headquarters in Seattle, WA. It administers $1 billion in assets among its 493 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 17 charities and foundations. Of its 493 accounts, 58% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Garde Capital, Inc performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Garde Capital, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Garde Capital, Inc Brokerage Details
$1,403,959,786
14
493
$2,847,789
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Guerin Work History
Jonathan has been registered as a financial advisor for 1 years.*
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Merrill Lynch
Bank Of America
Keybank
Key Investment Services
Keybank
Infiniti
Student - Ucla
Societe Generale
*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 Guerin 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 Garde Capital, Inc
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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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