Jonathan Shimer
Jonathan Shimer is a registered investment advisor at Kestra Advisory Services, LLC, based in Raleigh, NC, with 28 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
8480 Honeycutt Road, #200, Raleigh, NC, 27615
Get directionsHistory
Regulatory History (1)
Regulatory
June 2023Other Business Activities
Jonathan provides investment advisory services through Kestra Advisory Services, LLC, dedicating up to full-time hours. He also works as a financial advisor/partner at Vigilant Financial, spending more than full-time hours on financial advisory services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Salomon Smith Barney INC.Broker
State Registrations19 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.
Exams
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