Capitol Securities Management
47yrs
Top advisor by experience in Tampa
3yrs
Jonathan Sousa is a fiduciary financial advisor in Tampa, Florida, with 3 years in the industry. Jonathan joined Fisher Investments in 2025, after a year at Morgan Stanley and less than a year at Pruco Securities. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
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 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowFisher InvestmentsCurrent firm
- Sep 2024 – Oct 2025Morgan StanleyPreviously
- Feb 2024 – May 2024Pruco Securities, LLC.Previously
Contact Jonathan
(800) 851-8845Firm headquarters in Plano, TX. Ask for Jonathan. 3109 W Dr Martin Luther King Jr Blvd Suite 600Tampa, FL 33607Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Fisher Investments at (800) 851-8845 and ask for Jonathan Sousa. Jonathan works from the Tampa, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jonathan hold?
Series 66. 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?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. 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
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa