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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mark Carothers is an Investment Advisor Representative with Captrust. Jonathan is registered with the state of Tennessee as an Investment Advisor Representative. Jonathan has been in the financial services industry for over 18 years. His previous experience includes positions at Trustcore Financial Services, LLC, Robert W. Baird & Co. Incorporated, and Morgan Keegan & Company, Inc. Jonathan has a Series 7, Series 63, and Series 65 license. He has a strong background in financial planning, portfolio management, and pension consulting. He is committed to providing his clients with personalized financial advice and guidance. Jonathan specializes in working with individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
12/22/2022 - Present
Captrust (Brentwood TN)
TN
01/14/2020 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
TN
12/01/2004 - 02/16/2018
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
TN
03/31/2004 - 12/01/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 07/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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