Nathaniel
Jones

Hilton Head Financial Advisors, Inc

CRD#2926843
Investment Advisor
in Hilton Head Island, SC

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About this Advisor

Nathaniel Jones is a financial advisor based in Hilton Head Island, South Carolina, working with Hilton Head Financial Advisors, Inc. Nathaniel has previously held a position at Hilton Head Financial Advisors, Inc. Nathaniel has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Nathaniel is part of Hilton Head Financial Advisors, Inc, which operates out of Hilton Head Island, South Carolina. The firm has 3 employees and manages assets totaling $283.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Hilton Head Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3600 Main Street Suite 200
Hilton Head Island, SC 29926

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Hilton Head Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$283,328,043

SC Average: $646,059,043
Total Number of Employees

3

SC Average: 13
Total Number of Accounts

545

SC Average: 661
Average Account Size

$519,868

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Nathaniel Jones Work History

1997 - Present (28 years)

Hilton Head Financial Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nathaniel Jones 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 Hilton Head Financial Advisors, Inc

Nathaniel Jones
Hilton Head Island, SC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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