Jonathan
Fredericks
First Horizon Advisors, Inc
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About this Advisor
Jonathan Fredericks is a financial advisor based in Huntsville, Alabama, working with First Horizon Advisors, Inc. Jonathan has previously held positions at Lpl Financial, LLC, Monterey Peninsula Country Club, Pebble Beach Golf Links, Cherokee Town & Country Club, East Lake Golf Club, Augusta National Golf Club, Mississippi State University, and First Horizon Bank. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Louisiana. Currently, Jonathan is part of First Horizon Advisors, Inc, which operates out of Huntsville, Alabama. The firm has 69 offices and 236 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at First Horizon Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Horizon Advisors, Inc Brokerage Details
$12,356,541,464
236
8,945
$1,381,391
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Fredericks Work History
First Horizon Bank
Lpl Financial, LLC
Monterey Peninsula Country Club
Pebble Beach Golf Links
Cherokee Town & Country Club
East Lake Golf Club
Augusta National Golf Club
Mississippi State University
Disclosures
Please visit the SEC profile of Jonathan Fredericks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Horizon Advisors, Inc
Johnson City, TN
Dallas, TX
Chattanooga, TN
Birmingham, AL
Morristown, TN
Memphis, TN
Little Rock, AR
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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