Jonathan Holden Harris

Transcend Capital Advisors, LLC

36 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Transcend Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

1,065 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$3.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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History

Regulatory History (1)

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Customer Dispute

January 2016

Denied

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Other Business ActivitiesSells Insurance

Jonathan sells fixed insurance, dedicating minimal time to this activity. He is also involved in the Portsmouth, Rhode Island Pension Commission, real estate rentals, BOC, LLC, Aquidneck Country Club, JHH Realty, LLC, and is the President of Blackpoint Financial, Inc., which has written insurance business.