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Jonathan Philip Thomas Pace

Investment Adviser Representative at TACTIVE ADVISORS, LLC

Sarasota, FLCRD #6998715Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan Philip Thomas Pace has worked in the securities industry since 2019. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/27/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Tactive Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TACTIVE ADVISORS, LLCCurrent
8/10/2021Sarasota, FL
CAPITAL MANAGEMENT SERVICES, INC.
4/20/20203/26/2025Westlake Village, CA
AE WEALTH MANAGEMENT, LLC
9/4/20199/8/2020Westlake Village, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Philip Thomas Pace has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jonathan Philip Thomas Pace - Financial Advisor in Sarasota, FL | AdvisorFinder