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Jonathan Harrison Black

Southeast Investments, N.c., Inc.

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About Jonathan Harrison Black

Jonathan Harrison Black is a financial professional with over 14 years of experience in the securities industry. Jonathan is a Series 7, 24, 28, 63, 99TO, and 14 licensed representative currently registered with Southeast Investments, N.c., Inc. Jonathan has been with Southeast Investments since 2008 and has a proven track record of providing investment advice to individuals and businesses. Jonathan is a valuable asset to any client looking for financial guidance.

Firm Information

Jonathan Black is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Offer products as a b/d on a commission basis

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Jonathan Black’s Registration & Firm History

NC

08/14/2008 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 10/01/2015

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 08/10/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Harrison Black.
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