Jonathan
Sharpe
Adhesion Wealth Advisor Solutions
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About this Advisor
Jonathan Sharpe is a financial advisor based in Charlotte, North Carolina, working with Adhesion Wealth Advisor Solutions. Jonathan has previously held positions at Fidelity Investments, Truist, Academy Sports + Outdoors, Belk, Cvs, Ameriprise Financial Services, LLC, Fidelity Personal And Workplace Advisors, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, and Adhesion Wealth Advisor Solutions. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jonathan is part of Adhesion Wealth Advisor Solutions, which operates out of Charlotte, North Carolina. The firm has 1 office and 50 employees. The firm manages assets totaling $10.8 billion and offers portfolio management for institutional clients. The fee structure at Adhesion Wealth Advisor Solutions includes asset-based and fixed fees.
Certifications and Registrations
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Adhesion Wealth Advisor Solutions Brokerage Details
$10,771,561,842
50
40,484
$266,070
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Jonathan Sharpe Work History
Adhesion Wealth Advisor Solutions
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Ameriprise Financial Services, LLC
Fidelity Personal And Workplace Advisors
Fidelity Investments
Truist
Fidelity Brokerage Services LLC
Academy Sports + Outdoors
Belk
Academy Sports + Outdoors
Cvs
Disclosures
Please visit the SEC profile of Jonathan Sharpe 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 Adhesion Wealth Advisor Solutions
Charlotte, NC
Charlotte, NC
Havertown, PA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Fairfield, CT
Charlotte, NC
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