Jon Gauthier, financial advisor Charlotte NC

Jon Gauthier

CRD Number: 5397385
Current Firm: Jhh Wealth, LLC

Jon Gauthier (CRD# 5397385) is an Investment Advisor Representative working at Jhh Wealth, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ewing Asset Management LLC Charlotte, NC Sep 2019 - Current 2
Allen C. Ewing & Company Charlotte, NC Jul 2017 - Current 4
Great Lakes Atlantic Wealth Management And Advisory Partners Charlotte, NC Jun 2017 - Sep 2019 2
Visionquest Wealth Management, LLC Raleigh, NC Dec 2016 - May 2017 < 1
Ameriprise Financial Charlotte, NC May 2011 - Dec 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Jon E. Gauthier
Phone Number: 704-332-2032
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $604,583
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NC

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