Unclaimed
Jonathan A. Shaw is an investment advisor representative for Catawba River Capital. He is a registered investment advisor in South Carolina. Jonathan Shaw has been in the financial services industry since October 2014. He is licensed to offer investment advisory services to individuals, corporations, and charitable organizations. Catawba River Capital provides a wide range of financial planning and investment management services. They offer a variety of advisory services, including financial planning, portfolio management, and private investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Private investment management services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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SC
04/13/2023 - Present
Catawba River Capital (LAKE WYLIE SC)
IA
Issued 04/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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