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JJ
CFP
JJ
CFP

Jonathan Jetter

Signal Securities, INC.
25 Years of Experience
Gilmer, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jonathan Jetter is a CFP-designated registered investment advisor at Signal Securities, INC., based in Gilmer, TX, with 25 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,137 clients with $680M in assets under management.

Signal Securities, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,137 clients
Average Client Portfolio
$597K average
Assets Under Management
$679.1M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.00%
$25K - $100K2.00%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.00%
$1M+0.75%

Primary schedule represents the Asset Allocation Model. Other models have different fee schedules, such as Private Client Asset Management (up to 3.00%) and Discretionary Asset Allocation (1.50% to 1.25%). Fees are generally negotiable except for the Discretionary Asset Allocation Portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

206 U S Hwy 271 N, Gilmer, TX, 75644

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan owns Lilly Creek Outfitters (a hunting and fishing outfitter), Jon Jetter LLC (a holding company), and JGJL Properties LLC (real estate ownership). He also operates Jetter Financial Group as a DBA for business through Signal Securities, dedicating about 10-20% of his time to the other businesses and nearly full-time to financial planning.

Employment History
Current Registrations
Signal Securities, INC.
May 2008 - Present · 18 yrs 5 mos
Signal Securities, INC.Broker
May 2008 - Present · 18 yrs 5 mos
Previous Registrations
First Investors CorporationBroker
June 2001 - May 2008 · 6 yrs 11 mos
State Registrations10 states
ALCACOFLKSLAMOTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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