Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blevins is a financial advisor with Alphastar Capital Management, an independent registered investment advisor headquartered in Cornelius, North Carolina. Jonathan has been a financial advisor since 2004 and has worked with a variety of firms, including TIAA-CREF, Wachovia Securities, and Merrill Lynch. Jonathan is a Certified Financial Planner and a Chartered Financial Consultant. Jonathan helps individuals and families with their financial planning, investment management, and retirement planning needs. Jonathan has a broad range of experience and expertise.
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.
Sub-advisory 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.
1
2
NC
02/16/2021 - Present
Alphastar Capital Management (CORNELIUS NC)
MN
01/23/2023 - 12/31/2023
OAKWOOD CAPITAL SECURITIES, INC. (ST. LOUIS PARK MN)
NC
07/18/2006 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
04/28/2005 - 06/16/2006
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NY
05/25/2004 - 02/25/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/03/2004 - 04/01/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 06/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jonathan Blevins is the right advisor for you? Invested Better is here to help.
