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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 Stoller is a financial advisor with Captrust, a large firm headquartered in Raleigh, NC. Jonathan has been in the industry since 1989 and holds both Series 7 and Series 65 licenses. Jonathan is a Certified Financial Planner® and specializes in providing financial planning and investment advice to a wide range of clients, including high-net-worth individuals, families, and institutions. Jonathan is committed to helping his clients achieve their financial goals through personalized strategies. Jonathan is also a member of the board of Economic Democracy Advocates, a non-profit organization that advocates for the protection of our social and economic systems.
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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CA
10/23/2018 - Present
Captrust (Carpinteria CA)
NA
04/21/1989 - 11/14/1990
HOME LIFE INSURANCE COMPANY
NA
04/21/1989 - 11/14/1990
W. S. GRIFFITH & CO., INC.
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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