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Jonathan Alexander Willis

Beacon Global Advisor Network, LLC

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About Jonathan Alexander Willis

Jonathan Alexander Willis is a registered Investment Advisor Representative with Beacon Global Advisor Network, LLC and has been in the industry for more than 8 years. Jonathan is registered in Louisiana and Texas. Jonathan is a Series 65 licensed advisor and has passed the Uniform Investment Adviser Law Examination. Jonathan is associated with Beacon Global Advisor Network, LLC which has offices in Atlanta, GA and Watford, United Kingdom. Jonathan is a licensed advisor for Beacon Global Advisor Network, LLC and they offer a wide range of financial planning services including portfolio management for individuals and other investment advisors, pension consulting, and selection of other advisors. Jonathan is also associated with Hoxton Capital Management USA, LLC, Hoxton Capital Management FZE, and Future Start Independent Financial Planning. Jonathan has also been employed with True Potential Wealth Management in the past.

Firm Information

Jonathan Willis is currently registered with Beacon Global Advisor Network, LLC. Beacon Global Advisor Network, LLC is an investment advisor headquartered in Atlanta, GA. The firm has 45 investment advisory professionals and manages approximately $291,581,847 in assets for 361 clients. Beacon Global Advisor Network provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm's clientele primarily includes high-net-worth individuals and individuals other than high-net-worth.
Beacon Global Advisor Network, LLC

ONE GLENLAKE PARKWAY

ATLANTA, GA 30328

$291.58M

Assets Under Management

1

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of qualified plan assets, solicitor fees

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Jonathan Willis’s Registration & Firm History

GA

05/17/2023 - Present

Beacon Global Advisor Network, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 02/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Alexander Willis.
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