Jonathan
Mccarty
Ria Advisors
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About this Advisor
Jonathan Mccarty is a financial advisor based in Houston, Texas, working with Ria Advisors. Jonathan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jpmorgan Securities LLC, Jpmorgan Chase Bank, N.A, Fca Corp, and Ria Advisors. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Jonathan is part of Ria Advisors, which operates out of Houston, Texas. The firm has 1 office and 14 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Ria Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ria Advisors Brokerage Details
$1,239,415,376
14
3,166
$391,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Mccarty Work History
Ria Advisors
Fca Corp
Jpmorgan Securities LLC
Jpmorgan Chase Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Jonathan Mccarty 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 Ria Advisors
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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