Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Farr is an investment advisor representative with Homrich Berg. Jonathan has been in the industry since 2013 and has a specialization in portfolio management. They hold the Chartered Financial Analyst designation and are registered in Georgia. Jonathan is currently employed by HB Wealth Management, LLC in Atlanta, Georgia. Jonathan has experience with clients such as high-net-worth individuals, corporations, individuals, pension and profit-sharing plans, charitable organizations, investment companies, pooled investment vehicles, and state or municipal government entities. Jonathan offers services such as financial planning, portfolio management, and selection of other advisors.
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.
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.
Bill pay 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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GA
12/22/2023 - Present
Homrich Berg (ATLANTA GA)
Active
Inactive
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