Jonathan Jarboe has been an investment adviser representative at Maia Wealth since January 2025, and is not listed among the firm’s executive officers or direct owners.
Maia Wealth, LLC is a Denver, CO firm with $973M under management, 2,148 clients and 36 advisers across 9 offices, as of its May 2026 filing.
Jonathan Jarboe’s longest registration was 3 years at Strategic Wealth Investment Group, LLC (2021–2024). Before joining Maia Wealth in 2025, Jonathan Jarboe was registered through Strategic Wealth Investment Group, LLC and Edward Jones.
- Simplicity WealthAlso current– present · under a yearDenver, CO · Adviser representative · Firm CRD 300572
- Strategic Wealth Investment Group, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 165474
- Edward Jones– · 1 yearCastle Rock, CO · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jonathan Jarboe is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- ColoradoSince 14 January 2025
- TexasSince 14 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 December 2019 |
| Series 7TO | General Securities Representative Examination | 22 November 2019 |
| SIE | Securities Industry Essentials Examination | 29 October 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan Dean Jarboe
- CRD
- 5094208
- Firm
- Maia Wealth · CRD 292817
- Office
- 1331 17TH STREET, SUITE 800, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Jarboe work?
Jonathan Jarboe is an investment adviser representative registered through Maia Wealth, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Jarboe a financial advisor?
Yes. Jonathan Jarboe has a current investment-adviser registration in Colorado and Texas, through Maia Wealth since January 2025.
How many years of experience does Jonathan Jarboe have?
Jonathan Jarboe has 6 years in the financial industry, since February 2020, across 4 adviser firms.
What exams has Jonathan Jarboe passed?
Jonathan Jarboe has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2019.
Where did Jonathan Jarboe work before Maia Wealth?
Before Maia Wealth, Jonathan Jarboe was registered through Strategic Wealth Investment Group, LLC, June 2021 to November 2024; Edward Jones, December 2019 to May 2021.
Where is Jonathan Jarboe based?
Jonathan Jarboe’s registered office is in Denver, CO.
Is Jonathan Jarboe registered with FINRA?
No. Jonathan Jarboe has no current broker registration.
How can I verify Jonathan Jarboe’s record?
Search CRD 5094208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Jarboe’s full registration record.