Jonathan
Andrews

Cardinal Capital Management Inc

CRD#4593540
Investment Advisor
in Raleigh, NC

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About this Advisor

Jonathan Andrews is a financial advisor based in Raleigh, North Carolina, working with Cardinal Capital Management Inc. Jonathan has previously held a position at Cardinal Capital Management Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Jonathan is part of Cardinal Capital Management Inc, which operates out of Raleigh, North Carolina. The firm has 6 employees and manages assets totaling $805.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cardinal Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2626 Glenwood Avenue Suite 380
Raleigh, NC 27608

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Cardinal Capital Management Inc Brokerage Details

Total Assets Under Management

$805,142,431

NC Average: $3,625,019,099
Total Number of Employees

6

NC Average: 22
Total Number of Accounts

1,411

NC Average: 1,917
Average Account Size

$570,618

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jonathan Andrews Work History

2008 - Present (16 years)

Cardinal Capital Management Inc

Disclosures

Please visit the SEC profile of Jonathan Andrews 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 Cardinal Capital Management Inc

Kathleen Warren
Raleigh, NC
Jonathan Andrews
Raleigh, NC
Glenn Andrews
Raleigh, NC

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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