Jonathan
Morgan

Holderness Investments Co

CRD#2789505
Investment Advisor
in Charlotte, NC

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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

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Charlotte, NC

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Holderness Investments Co Brokerage Details

Total Assets Under Management

$510,825,426

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

6

NC Average: 22
Total Number of Accounts

679

NC Average: 1,917
Average Account Size

$752,320

NC Average: $1,890,985

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

2024 - Present (0 year)

Holderness Investments Company

2022 - Present (2 years)

Mcshane Partners

2014 - 2022 (8 years)

Sp Capital Management LLC

2011 - 2022 (11 years)

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

Sheila Falls
Greensboro, NC
Jonathan Morgan
Charlotte, NC
Kenneth Shahbaz
Greensboro, NC
Richard Holderness
Greensboro, NC
Kim Eder
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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