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Jonathan M Souza

Wedge Capital Management LLP

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About Jonathan M Souza

Jonathan Souza is a financial advisor who is registered with Wedge Capital Management LLP. Jonathan has a Series 7 license and is a Chartered Financial Analyst. They have been in the industry since 2009. Jonathan has experience working at EATON VANCE and Wells Fargo Bank. Their current employment with Wedge Capital Management began in 2019.

Firm Information

Jonathan Souza is currently registered with Wedge Capital Management LLP. Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.
Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

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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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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percentage of assets

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

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Jonathan Souza’s Registration & Firm History

NC

10/25/2019 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

MA

05/12/2009 - 04/25/2011

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 05/11/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan M Souza.
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