ChooseAFinancialAdvisor.com
Advisors / Michigan / Grosse Pointe Shores
9yrs

Jonathan Marko

Financial advisor at Ballers and Associates

Based in Grosse Pointe Shores, Michigan, Jonathan Marko is a fiduciary financial advisor with 9 years of industry experience. Jonathan joined Ballers and Associates in 2026, a firm offering selecting outside investment managers. The firm is paid through a percentage of assets.

One of 3 advisors with offices in Grosse Pointe Shores, and one of 3 fiduciaries.

Grosse Pointe Shores, MIFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeGrosse Pointe Shores, MI
How the firm is paid ?Percent of assets
States licensed ?1 state

Services through Ballers and Associates

Choosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2026 – now

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jonathan

How do I contact Jonathan?

Call Ballers and Associates at 616-813-7627 and ask for Jonathan Marko. Jonathan works from the Grosse Pointe Shores, MI office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Jonathan hold?

Series 65. Tap any license on this page to see what it allows.

Is Jonathan a fiduciary?

Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jonathan paid?

Ballers and Associates reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Strategic Advisers
5yrs
Laura Lleshaj
Financial advisor
Grosse Pointe Shores, MI
5 years in the industry
FiduciaryPlanningInvesting
Call Directions
Tetra Wealth Management
4yrs
David Rakecky
Financial advisor
Grosse Pointe Shores, MI
4 years in the industry
CFP®Fiduciary
Call Directions

See all advisors near Grosse Pointe Shores