Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan E. Shumate is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. He has been in the financial industry for over 20 years. Jonathan has a Series 6, Series 7, and Series 63 license and is also a Certified Financial Planner. Jonathan's previous experience includes time at BACAP Distributors, LLC and Vanguard Marketing Corporation. Jonathan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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NC
02/28/2022 - Present
Beacon Pointe Advisors, LLC (Charlotte NC)
NC
01/28/2003 - 01/08/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
02/24/2000 - 01/24/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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