Jonathan
Stambaugh

Red Door Wealth Management, LLC

CRD#5843615
Investment Advisor
in Memphis, TN

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About this Advisor

Jonathan Stambaugh is a financial advisor based in Memphis, Tennessee, working with Red Door Wealth Management, LLC. Jonathan has previously held positions at Duncan-Williams, Inc, Raymond James & Associates, Inc, Collierville Schools (West Collierville Middle School), and Red Door Wealth Management, LLC. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Jonathan is part of Red Door Wealth Management, LLC, which operates out of Memphis, Tennessee. The firm has 14 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Red Door Wealth Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

756 Ridge Lake Boulevard
Memphis, TN 38120

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Red Door Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,791,409,490

TN Average: $730,596,643
Total Number of Employees

14

TN Average: 15
Total Number of Accounts

2,366

TN Average: 968
Average Account Size

$757,147

TN Average: $754,749

Investment Advisory Services

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

Jonathan Stambaugh Work History

2022 - Present (2 years)

Red Door Wealth Management, LLC

2018 - Present (6 years)

Collierville Schools (West Collierville Middle School)

2015 - 2022 (7 years)

Raymond James & Associates, Inc

2011 - 2015 (4 years)

Duncan-Williams, Inc

Disclosures

Please visit the SEC profile of Jonathan Stambaugh 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 Red Door Wealth Management, LLC

John Giovannetti
Memphis, TN
Peyton Klawinski
Memphis, TN
William Allen
Memphis, TN
Jonathan Stambaugh
Memphis, TN
John Phillips
Memphis, TN
William Hiatt
Memphis, TN
Celeste Pryor
Memphis, TN

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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