Jonathan Xynidis
Jonathan Xynidis is a registered investment advisor at Xcel Wealth Management, LLC, based in Holly Hill, FL, with 25 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 334 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
101 2nd Street, Suite 402, Holly Hill, FL, 32117
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2019Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including owning rental properties through various LLCs and selling insurance and annuity products for multiple companies, dedicating a few hours per week to insurance sales. He also manages several holding companies for recreational and commercial properties, requiring minimal time commitment.
Employment History
Current Registrations
Xcel Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Advantage Trading Group, INC.Broker
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.