Jon GauthierCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|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|
Total Assets Under Management108MILLIONS
Total Number of Accounts178ACCOUNTS
Average Account Value$604,583
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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