Jonathan
Souza
Wedge Capital Management Llp
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About this Advisor
Jonathan Souza is a chartered financial analyst operating in Charlotte, North Carolina with 4 years of industry experience. Souza is on the advisory team at Wedge Capital Management Llp. Throughout their career, Souza has worked at Wells Fargo Bank, Wedge Capital Management Llp and Eaton Vance. Souza can work in North Carolina. Wedge Capital Management Llp is a registered investment firm based out of Charlotte, NC. It controls $8 billion in assets under management across its 258 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 31 charities and foundations. Of its 258 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Wedge Capital Management Llp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedge Capital Management Llp Brokerage Details
$8,113,000,000
29
258
$31,445,736
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jonathan Souza Work History
Jonathan has been registered as a financial advisor for 4 years.*
Wedge Capital Management Llp
Wells Fargo Bank
Eaton Vance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Souza 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 Wedge Capital Management Llp
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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