Jonathan
Sharpe

Adhesion Wealth Advisor Solutions

CRD#7455368
Investment Advisor
in Charlotte, NC

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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

Series 66

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5925 Carnegie Blvd Suite 500
Charlotte, NC 28209

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Adhesion Wealth Advisor Solutions Brokerage Details

Total Assets Under Management

$10,771,561,842

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

50

NC Average: 22
Total Number of Accounts

40,484

NC Average: 1,917
Average Account Size

$266,070

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Jonathan Sharpe Work History

2024 - Present (0 year)

Adhesion Wealth Advisor Solutions

2023 - Present (1 year)

Tiaa

2023 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2022 - 2023 (1 year)

Ameriprise Financial Services, LLC

2022 - 2022 (< 1 year)

Fidelity Personal And Workplace Advisors

2021 - 2022 (1 year)

Fidelity Investments

2021 - 2021 (< 1 year)

Truist

2021 - 2022 (1 year)

Fidelity Brokerage Services LLC

2020 - 2021 (1 year)

Academy Sports + Outdoors

2020 - 2020 (< 1 year)

Belk

2018 - 2020 (2 years)

Academy Sports + Outdoors

2014 - 2018 (4 years)

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

Holly Lobprise
Charlotte, NC
Jonathan Sharpe
Charlotte, NC
Tai Vu
Charlotte, NC
Mark Scanlan
Havertown, PA
Scott Fewin
Charlotte, NC
Brian Dow
Fairfield, CT
James Webster
Charlotte, NC
Daniel Mulvey
Charlotte, 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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