Jonathan Snead is a registered investment advisor at Edgemont Advisors, LLC, based in Dallas, TX, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$150 - $300/hr
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Location
Dallas, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Edgemont Advisors, LLC
July 2011 - Present · 14 yrs 10 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.