Jonathan Shaw (CRD# 7726075) is an Investment Advisor Representative working at Catawba River Capital in Lake Wylie, SC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R.p. Boggs & Company Wealth Management | Lake Wylie, SC | Mar 2023 - Current | 1 |
| Core Scientific | Austin, TX | Dec 2021 - Mar 2023 | 1 |
| Flexential | Charlotte, NC | Oct 2019 - Nov 2021 | 2 |
| Pricewaterhousecoopers | Charlotte, NC | Oct 2014 - Oct 2019 | 5 |
| Unemployed | Charlotte, NC | May 2014 - Oct 2014 | < 1 |
| Penn State University | State College, PA | Sep 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- SC
-
Total Assets Under Management235MILLIONS
-
Total Number of Accounts820ACCOUNTS
-
Average Account Value$286,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NC, OH, SC, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.