Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stambaugh is a financial advisor with RED Door Wealth Management, LLC, based in Memphis, TN. Jonathan holds both Series 63 and Series 66 licenses, as well as Series 7 and SIE licenses. Jonathan has been in the financial services industry since October 2011 and previously worked at Raymond James & Associates, Inc. and Duncan-Williams, Inc. Jonathan is a proprietor/owner of LHP Property Group, a residential rental property business, and a baseball coach for Collierville Schools. Jonathan is also an independent licensed insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Family office and wealth planning services, advisory consulting 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
09/01/2022 - Present
RED Door Wealth Management, LLC (MEMPHIS TN)
TN
04/24/2015 - 09/01/2022
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
10/05/2011 - 04/27/2015
DUNCAN-WILLIAMS, INC. (MEMPHIS TN)
BOTH
Issued 12/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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