Johnathan MetcalfCRD Number: 7179346
Current Firm: Securities America Advisors, Inc.
Johnathan Metcalf (CRD# 7179346) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dallas, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Securities America, Inc.||Dallas, TX||Jul 2020 - Current||1|
|Uber||Dallas, TX||Jul 2018 - Current||3|
|University Of Arkansas||Fayetteville, AR||May 2015 - May 2019||4|
|Mcdonalds||Elkins, AR||May 2013 - Jun 2016||3|
|Elkins High School||Elkins, AR||Aug 2013 - May 2015||1|
|West Fork High/middle School||West Fork, AR||Jun 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2021|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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