Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Holden Harris is a registered investment advisor with over 25 years of experience in the financial services industry. Jonathan is currently registered with Transcend Capital Advisors, LLC and Black Point Wealth Management. Jonathan has previously held positions with Commonwealth Financial Network, Ascend Financial Services, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Jonathan is a Series 6, 7, 24, 63 and 65 licensed advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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FL
01/29/2025 - Present
Transcend Capital Advisors, LLC (NAPLES FL)
RI
12/10/1999 - 05/01/2024
COMMONWEALTH FINANCIAL NETWORK (MIDDLETOWN RI)
MN
06/19/1995 - 12/22/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
08/22/1989 - 07/14/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/22/1989 - 07/14/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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