Jonathan
Wolfsohn
Capital Investment Advisory Services, LLC
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About this Advisor
Jonathan Wolfsohn is a certified financial planner working in Melville, New York with a total of 2 years of industry experience. Wolfsohn is on the advisory team at Capital Investment Advisory Services, LLC. Wolfsohn has gained experience at Wolfsohn Financial Services Inc and Capital Investment Group, Inc. Wolfsohn has a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in New York. Capital Investment Advisory Services, LLC is an advisory firm that has its headquarters in Raleigh, NC. The investment advisory business has offices in 39 locations and a total of 116 people on staff. It oversees $2 billion in total assets between its 9,990 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 9,990 customer accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. Capital Investment Advisory Services, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on the type of financial services. Fees billed by Capital Investment Advisory Services, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Investment Advisory Services, LLC Brokerage Details
$1,842,974,741
116
9,990
$184,482
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
Jonathan Wolfsohn Work History
Jonathan has been registered as a financial advisor for 2 years.*
Capital Investment Group, Inc
Wolfsohn Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Wolfsohn 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 Capital Investment Advisory Services, LLC
Raleigh, NC
Charlotte, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Southern Pines, NC
Raleigh, NC
Columbia, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
