Jonathan Reganess
Jonathan Reganess is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6058 Pisgah Church Rd, Ste 201, Greensboro, NC, 27455
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is the CEO of Reganess Wealth Management Group, where he is involved in financial planning, asset management, and insurance & liability planning. This takes about a quarter to half of Jonathan's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations24 states
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