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Jonathan Lakso

Specialized Financial Planning And Investment Management For Business Owners

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Allied Capital Group Jonathan Lakso
Fort Lauderdale, FL

Serving Clients Nationwide

Specialized Financial Planning And Investment Management For Business Owners

(954) 586-8400

Website

Areas of Focus

  • Caregiving for Parents
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Taxes

About Me

Hi, I'm Jonathan Lakso. I remember my first internship in a retail stock brokerage firm back in high school. I loved the financial markets and couldn’t wait to dive in and learn every aspect of the business. I worked in operations, shadowed the brokers and branch manager and spent time daily charting stocks with a pencil and chart paper. Every aspect of the business excited me until I found out about the sales component of the business. At that point my plans for being a stockbroker faded quickly. Luckily the business has changed over the years, which led me to forming Allied Capital Group and operating in the best interest of my clients as a fee-only investment advisor.

After college, I worked as an Investment Banker responsible for the origination, structuring, and sale of corporate and municipal debt securities. In addition to structuring debt and serving as financial advisor on several billion dollars of new and refunding bond issues, I was responsible for investing bond proceeds and performance monitoring of investment portfolios that exceeded $1 billion in total market value.

I have owned and operated Allied Realty Group, Inc. since 2002. The firm has been responsible for the overall strategy, financial performance and maintenance of multifamily, office and industrial properties in the South Florida market. I have performed asset valuation, management, and financial analysis/strategy across all real estate asset classes since the firm’s inception. The foundation of my real estate company was built on a fiduciary standard and forming an investment advisory firm was a perfect opportunity to couple my passion for finance with continuing help others achieve their investment goals and objectives.

I am a graduate of Florida Atlantic University with a BA degree in Urban and Public Affairs and currently hold a Series 65 license as an Investment Advisor Representative (IAR). I love to read, play golf and am a fan of Boston area sports teams: Go B’s, C’s, Sox and Pats!

Affiliations

  • The AGC

Primary Location

2550 North Federal Highway, Suite 200 Fort Lauderdale, FL 33305

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Allied Capital Group is an independent Registered Investment Advisory (RIA) firm located in Fort Lauderdale, Florida. We take great pride in serving those who have been overlooked by traditional investment firms. Now, we are reaching-out to let people know that the financial advice business has evolved, and they too qualify for fiduciary level service.

We specialize in providing financial planning and investment management services for business owners in South Florida. We understand that you have some of the most demanding work schedules out there, and that your unique financial scenarios have a lot of moving parts to manage. Let us pull the pieces together for you with our complete hands-on approach to simplifying your financial plans.

Why are we different? As fiduciaries, we are held by law to the highest standard of responsibility to our clients, therefore upholding us to always act in their best interest. We love investing and helping others with their financial lives, placing people and relationships at the center of what we do.

We are a fee-only investment advisor. Our firm does not accept commissions or fees from third parties and we are not tied to any particular family of funds or investment products. This encourages a unique level of personalized service not always found in investor-advisor relationships.

Education

Florida Atlantic University BA, Urban and Public Affairs

Badges

Hobbies and Interests

  • Family
  • Golf
  • Reading
  • Sports

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Entrepreneurs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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