Jonathan
Liles

Carroll Financial Associates Inc

CRD#4304560
Investment Advisor
in Charlotte, NC
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About this Advisor

Jonathan Liles is a certified financial planner working out of Charlotte, North Carolina, who has 18 years of experience as a financial advisor. Liles is an employee of Carroll Financial Associates Inc. During their career, Liles has held roles at Financial Network and Cetera Advisor Networks. Liles has a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in North Carolina and Texas. Carroll Financial Associates Inc is an advisory business headquartered in Charlotte, North Carolina. The firm has offices in four locations and a total of 43 people on staff. It has $3 billion in total assets across its 6,259 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 6,259 customer accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fee schedules vary depending on which service is offered. However, fee types billed by Carroll Financial Associates Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4201 Congress Street, Ste 210
Charlotte, NC 28209

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Carroll Financial Associates Inc Brokerage Details

Total Assets Under Management

$2,463,897,753

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

46

NC Average: 22
Total Number of Accounts

6,776

NC Average: 1,917
Average Account Size

$363,621

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jonathan Liles Work History

Jonathan has 18 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks

2000 - 2012 (12 years)

Financial Network

Disclosures

Jonathan Liles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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