Jonathan
Morgan
Holderness Investments Co
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About this Advisor
Jonathan Morgan is a financial advisor based in Charlotte, North Carolina, working with Holderness Investments Co. Jonathan has previously held positions at Simarian Enterprises LLC D/B/A Simarian Research, Sp Capital Management LLC, Holderness Investments Company, and Mcshane Partners. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Jonathan is part of Holderness Investments Co, which operates out of Charlotte, North Carolina. The firm has 3 offices and 6 employees. The firm manages assets totaling $510.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Holderness Investments Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Holderness Investments Co Brokerage Details
$510,825,426
6
679
$752,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Morgan Work History
Holderness Investments Company
Mcshane Partners
Sp Capital Management LLC
Simarian Enterprises LLC D/B/A Simarian Research
Disclosures
Please visit the SEC profile of Jonathan Morgan 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 Holderness Investments Co
Charlotte, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, 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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