Jonathan Garlow has been Founding Member of StrongBox Wealth since August 2019, is not listed as a control person, but directly owns between 10% and 25% of the firm. Jonathan Garlow holds a Bachelor of Science from the University of Missouri-Columbia and a Master of Arts from the University of Missouri-Columbia.
Strongbox Wealth, LLC is a Lee'S Summit, MO firm with $562M under management, 499 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Jon Garlow is a Founding Partner and Wealth Advisor of StrongBox Wealth. He has advised affluent families, business owners, non-profit organizations and institutions since 2010 and served seven years on the Board of Directors of the Lee's Summit Chamber of Commerce, as Board Chair in 2019.
Jonathan Garlow’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2010–2019). Before joining StrongBox Wealth in 2019, Jonathan Garlow was registered through Wells Fargo Clearing Services, LLC.
- Strongbox Wealth, LLCCurrent– present · 7 yearsLee'S Summit, MO · Adviser representative · Firm CRD 304952
- Wells Fargo Clearing Services, LLC– · 8 yearsLees Summit, MO · Adviser representative · Firm CRD 19616
Professional designations
Listed by StrongBox Wealth
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Jonathan Garlow is registered as an investment adviser representative in Missouri, since August 2019.
- MissouriSince 27 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 December 2010 |
| Series 7 | General Securities Representative Examination | 4 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Grant Garlow
- CRD
- 5847474
- Firm
- StrongBox Wealth · CRD 304952
- Role
- Founding Member
- Office
- 3470 NE RALPH POWELL ROAD, SUITE A, Lee'S Summit, MO 64064
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strongboxwealth.com
Where does Jonathan Garlow work?
Jonathan Garlow has been Founding Member of Strongbox Wealth, LLC since August 2019.
Is Jonathan Garlow a financial advisor?
Yes. Jonathan Garlow has a current investment-adviser registration in Missouri, through StrongBox Wealth since August 2019.
How many years of experience does Jonathan Garlow have?
Jonathan Garlow has 15 years in the financial industry, since November 2010, across 2 adviser firms.
What exams has Jonathan Garlow passed?
Jonathan Garlow has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2010. FINRA credited Jonathan Garlow with the SIE, which began in October 2018.
Where did Jonathan Garlow work before StrongBox Wealth?
Before StrongBox Wealth, Jonathan Garlow was registered through Wells Fargo Clearing Services, LLC, December 2010 to August 2019.
Where is Jonathan Garlow based?
Jonathan Garlow’s registered office is in Lee'S Summit, MO.
Is Jonathan Garlow registered with FINRA?
No. Jonathan Garlow has no current broker registration.
How can I verify Jonathan Garlow’s record?
Search CRD 5847474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Garlow’s full registration record.