Jon
Fagg

Greenwood Gearhart Inc

CRD#7884375
Investment Advisor
in Fayetteville, AR

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About this Advisor

Jon Fagg is a financial advisor based in Fayetteville, Arkansas, working with Greenwood Gearhart Inc. Jon has previously held positions at the University Of Arkansas, Greenwood Gearhart, Inc, and Fayetteville High School. Jon has passed the Series 65 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Jon is part of Greenwood Gearhart Inc, which operates out of Fayetteville, Arkansas. The firm has 1 office and 15 employees. The firm manages assets totaling $1.1 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 pooled investment vehicles, and selection of other advisers. The fee structure at Greenwood Gearhart Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

26 E Center St
Fayetteville, AR 72701-4278

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Greenwood Gearhart Inc Brokerage Details

Total Assets Under Management

$1,107,171,077

AR Average: $880,205,985
Total Number of Employees

15

AR Average: 42
Total Number of Accounts

2,496

AR Average: 1,714
Average Account Size

$443,578

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Jon Fagg Work History

2020 - Present (5 years)

Greenwood Gearhart, Inc

2016 - 2020 (4 years)

University Of Arkansas

2014 - 2016 (2 years)

Fayetteville High School

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Disclosures

Please visit the SEC profile of Jon Fagg 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 Greenwood Gearhart Inc

Jon Fagg
Fayetteville, AR
Corbin Foster
Fayetteville, AR
George Gearhart
Fayetteville, AR
Damon Akin
Fayetteville, AR
Madison Blalock
Fayetteville, AR
Janet Anderson
Fayetteville, AR
Jett Moore
Fayetteville, AR
Johann Komander
Fayetteville, AR

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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