Jonathan Harris
Jonathan Harris is a registered investment advisor at Transcend Capital Advisors, LLC, based in Madison, NJ, with 36 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,065 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transcend Capital Advisors charges a monthly fee for investment management services based on a percentage of the value of your investments. This fee is negotiable and won't exceed 2.00% annually. The fee is calculated monthly in advance based on the average daily market value of your account from the previous month. The initial month's fee is calculated in arrears. Clients invested in Transcend Private Funds are subject to additional fees outlined in the fund's documents. If Transcend uses independent managers, those managers will charge an additional fee.
Location
7 Giralda Farms, Suite 300, Madison, NJ, 07940
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other 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.
Employment History
Current Registrations
Transcend Capital Advisors, LLC
Previous Registrations
Black Point Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ascend Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.