Jonathan
Shimer
Kestra Advisory Services, LLC
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About this Advisor
Jonathan Shimer is a financial advisor based in Raleigh, North Carolina, working with Kestra Advisory Services, LLC. Jonathan has previously held positions at Vigilant Financial, Nfp Securities Inc, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jonathan is part of Kestra Advisory Services, LLC, which operates out of Raleigh, North Carolina. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Shimer Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Vigilant Financial
Nfp Securities Inc
Disclosures
Please visit the SEC profile of Jonathan Shimer 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 Kestra Advisory Services, LLC
Pittsburgh, PA
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Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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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