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Jonathan Hogan

Arkadios Wealth Advisors

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About Jonathan Hogan

Jonathan Hogan is a financial advisor with Arkadios Wealth Advisors. Jonathan has over 10 years of experience in the financial services industry. Jonathan is registered with the state of North Carolina and Georgia as an Investment Advisor Representative. Jonathan specializes in retirement planning and has the Chartered Retirement Planning Counselor (CRPC) designation. Jonathan has held previous positions at Kalos Capital, Inc. and The Leaders Group, Inc. Arkadios Wealth Advisors is a registered investment advisor that provides financial planning and investment management services to individuals and families. The firm has a strong commitment to providing personalized service and helping clients achieve their financial goals.

Firm Information

Jonathan Hogan is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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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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Jonathan Hogan’s Registration & Firm History

NC

08/19/2022 - Present

Arkadios Wealth Advisors (Charlotte NC)

NC

01/28/2020 - 08/17/2022

KALOS CAPITAL, INC. (CHARLOTTE NC)

CO

01/07/2019 - 08/19/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

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Licenses & Designations

BOTH

Issued 05/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/17/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Hogan.
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