Jonathan AndrewsCRD Number: 4593540
Current Firm: Cardinal Capital Management Inc.
Jonathan Andrews (CRD# 4593540) is an Investment Advisor Representative working at Cardinal Capital Management Inc. in Raleigh, NC and has over 20 years of experience in the finance industry. Jonathan Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Cardinal Capital Management Inc.||Raleigh, NC||Mar 2008 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management594MILLIONS
Total Number of Accounts1,266ACCOUNTS
Average Account Value$469,346
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NC, NY, SC, TX, VA
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