Jonathan
Willis
Beacon Global Advisor Network, LLC
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About this Advisor
Jonathan Willis is a financial advisor based in Atlanta, Georgia, working with Beacon Global Advisor Network, LLC. Jonathan has previously held positions at Hoxton Capital Management Usa, LLC, Hoxton Capital Management Fze, Future Start Independent Financial Planning, and True Potential Wealth Management. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Jonathan is part of Beacon Global Advisor Network, LLC, which operates out of Atlanta, Georgia. The firm has 33 offices and 48 employees. The firm manages assets totaling $291.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beacon Global Advisor Network, LLC includes asset-based, hourly, fixed, and other fees.
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Beacon Global Advisor Network, LLC Brokerage Details
$291,581,847
48
361
$807,706
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Willis Work History
Hoxton Capital Management Usa, LLC
Hoxton Capital Management Fze
Future Start Independent Financial Planning
True Potential Wealth Management
Disclosures
Please visit the SEC profile of Jonathan Willis 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 Beacon Global Advisor Network, LLC
New York, NY
Tavira,
Atlanta, GA
Dubai,
Miami, FL
Braselton,
Atlanta, GA
Dubai,
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