Jonathan
Magee
Hidden Cove Wealth Management
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About this Advisor
Jonathan Magee is a financial advisor working out of Bainbridge Island, Washington who has 1 year of industry experience. Magee is an employee of Hidden Cove Wealth Management. Throughout their career, they have worked at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Univera Life Sciences, University Of Idaho, Resources Investment Advisors, LLC, Hidden Cove Wealth Management, LLC, One Strategic Capital, Inc, First Fruits Feed and The Bear Creek School. Magee has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Hidden Cove Wealth Management is a registered investment firm that has its headquarters in Bainbridge Island, WA. It has $205 million in assets across its 762 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 762 customer accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services are provided. Fees charged by Hidden Cove Wealth Management may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hidden Cove Wealth Management Brokerage Details
$204,991,546
8
762
$269,018
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Magee Work History
Jonathan has been registered as a financial advisor for 1 years.*
Hidden Cove Wealth Management, LLC
Resources Investment Advisors, LLC
One Strategic Capital, Inc
Hornor, Townsend & Kent, LLC
Penn Mutual Life Insurance Company
First Fruits Feed
University Of Idaho
Univera Life Sciences
The Bear Creek School
*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 Magee 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 Hidden Cove Wealth Management
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
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