Jonathan
Haun
Emerge Capital Management
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About this Advisor
Jonathan Haun is a financial advisor based in Buffalo, New York, working with Emerge Capital Management. Jonathan has previously held positions at James E. Coffey Securities, Inc, M&T Bank, Certo Brothers Distributing Co, Franklin Pierce University, High Performance Hockey Development, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Citi Group Inc, and Emerge Capital Management Inc. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jonathan is part of Emerge Capital Management, which operates out of Buffalo, New York. The firm has 7 employees and manages assets totaling $112.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Emerge Capital Management includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Emerge Capital Management Brokerage Details
$112,778,054
7
682
$165,364
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan Haun Work History
Emerge Capital Management Inc
Citi Group Inc
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
James E. Coffey Securities, Inc
M&T Bank
Certo Brothers Distributing Co
Franklin Pierce University
High Performance Hockey Development
Disclosures
Please visit the SEC profile of Jonathan Haun 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 Emerge Capital Management
Chicago, IL
Buffalo, NY
Buffalo, NY
Buffalo, NY
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