Jonathan Short, financial advisor Winston Salem NC

Jonathan Short

CRD Number: 5558074
Current Firm: Semmax Financial Advisors, Inc.

Jonathan Short (CRD# 5558074) is an Investment Advisor Representative working at Semmax Financial Advisors, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Semmax Financial Group Winston Salem, NC Mar 2016 - Current 8
National General Insurance/gmac Winston Salem, NC May 2011 - Mar 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Aug 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan P. Short
Phone Number: 336-856-0080
Firm Website: http://semmaxbook.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    291
    MILLIONS
  • Total Number of Accounts
    1,929
    ACCOUNTS
  • Average Account Value
    $150,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, NC, NH, PA, SC, TX, VA

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