Jon
Gauthier
Jhh Wealth, LLC
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About this Advisor
Jon Gauthier is a financial advisor operating in Charlotte, North Carolina, with 4 years of relevant experience. Gauthier works at Jhh Wealth, LLC. Throughout their career, Gauthier has worked at Ameriprise Financial, Visionquest Wealth Management, LLC, Great Lakes Atlantic Wealth Management And Advisory Partners, Allen C. Ewing & Co and Ewing Asset Management LLC. Gauthier maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Jhh Wealth, LLC is a registered investment company headquartered in Charlotte, NC. The company has a total of six advisors. It administers $41 million in assets under management between its 95 client accounts, making it one of the smaller firms in the nation by assets under management. Of its 95 client accounts, 100% belong to high-net-worth clients who have more than $1 million in assets available to invest. Jhh Wealth, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management usually are based on which service is offered. However, fees charged by Jhh Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jhh Wealth, LLC Brokerage Details
$41,012,128
6
95
$431,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jon Gauthier Work History
Jon has been registered as a financial advisor for 4 years.*
Ewing Asset Management LLC
Allen C. Ewing & Co
Great Lakes Atlantic Wealth Management And Advisory Partners
Visionquest Wealth Management, LLC
Ameriprise Financial
*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 Jon Gauthier 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 Jhh Wealth, LLC
Charlotte, NC
Charlotte, NC
Port St. Lucie, FL
Charlotte, NC
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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