Jonathan Magee (CRD# 6961611) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 4 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hidden Cove Wealth Management, LLC | Bainbridge Island, WA | Mar 2022 - Current | 2 |
| Resources Investment Advisors, LLC | Overland Park, KS | Nov 2020 - Current | 3 |
| One Strategic Capital, Inc. | Bainbridge Island, WA | Nov 2020 - Current | 3 |
| Hornor, Townsend & Kent, LLC | Horsham, PA | Aug 2019 - Oct 2020 | 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jul 2019 - Oct 2020 | 1 |
| University Of Idaho | Moscow, ID | Aug 2015 - May 2019 | 3 |
| Univera Life Sciences | Seattle, WA | Aug 2014 - May 2019 | 4 |
| First Fruits Feed | Redmond, WA | May 2016 - Aug 2016 | < 1 |
| The Bear Creek School | Redmond, WA | Aug 2002 - Jun 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- WA
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts839ACCOUNTS
-
Average Account Value$301,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, OR, TX, WA
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