Jonathan
Rice
Anderson Growth Partners, LLC
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About this Advisor
Jonathan Rice is a financial advisor based in Birmingham, Alabama, working with Anderson Growth Partners, LLC. Jonathan has previously held positions at Blue Bell Creameries, Northwestern Mutual, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC, Anderson Growth Partners, LLC, The University Of Alabama, Bob Jones High School, Awm Risk Management, LLC, and Lion Street Financial, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Jonathan is part of Anderson Growth Partners, LLC, which operates out of Birmingham, Alabama. The firm has 1 office and 10 employees. The firm manages assets totaling $843.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Anderson Growth Partners, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Anderson Growth Partners, LLC Brokerage Details
$843,258,236
10
71
$11,876,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Jonathan Rice Work History
Anderson Growth Partners, LLC
Awm Risk Management, LLC
Lion Street Financial, LLC
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling Inestments, Inc
Northwestern Mutual
Axa Advisors, LLC
Blue Bell Creameries
The University Of Alabama
Bob Jones High School
Disclosures
Please visit the SEC profile of Jonathan Rice 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 Anderson Growth Partners, LLC
Birmingham, AL
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