Jonathan Chasen is a CFP, ChFC-designated registered investment advisor at &partners, based in Charlottesville, VA, with 26 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
650 Peter Jefferson Pkwy, Suite 160, Charlottesville, VA, 22911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is involved in several outside business activities. These include serving as a board member for the Charlottesville Economic Development Authority, owning rental property in Urbanna, VA, and owning Serotonia, LLC, which holds rental property. All activities require minimal time.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations33 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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