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Jonathan R Helton

T2 Asset Management, LLC

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About Jonathan R Helton

Jonathan Helton is a registered investment advisor representative with T2 Asset Management, LLC. Jonathan has been in the financial services industry since April 2008. Jonathan is licensed in California and Illinois. Jonathan is a registered representative with the Securities Industry and Financial Markets Association (FINRA) and holds Series 6, 7, 63, and 66 licenses. Jonathan's areas of expertise include financial planning and portfolio management for individuals. Jonathan has worked with clients ranging from high-net-worth individuals to individuals other than high-net-worth individuals. Jonathan's firm currently manages over $140 million in assets.

Firm Information

Jonathan Helton is currently registered with T2 Asset Management, LLC. T2 Asset Management, LLC is an investment advisor located in NAPERVILLE, IL. The firm has 4 licensed agents, 5 investment advisor representatives, and 1 registered representative. T2 Asset Management, LLC manages approximately $140,000,000 in discretionary assets for 573 accounts. The firm provides financial planning and portfolio management services for individuals. They have 25 high-net-worth individual clients with $30,000,000 in assets under management and 548 other individual clients with $110,000,000 in assets under management. The firm's SEC number is 801-112202.
T2 Asset Management, LLC

1952 MCDOWELL RD

NAPERVILLE, IL 60563

$140.00M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jonathan Helton’s Registration & Firm History

IL

10/25/2013 - Present

T2 Asset Management, LLC (NAPERVILLE IL)

IL

04/03/2008 - 10/28/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)

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Licenses & Designations

BOTH

Issued 11/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan R Helton.
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