Jonathan Farrell is a CFP-designated registered investment advisor at Highmark, LLC, based in Brentwood, TN, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 60 clients with $60M 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 | 2.00% |
The annual fee is negotiable.
Fee Estimator
Location
109 West Park Drive, Suite 120, Brentwood, TN, 37027
Get directionsHistory
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 ActivitiesSells Insurance
Jonathan is involved in fixed insurance sales since 2022, conducted at the branch location. This activity takes about 10-20% of his time during business hours.
Employment History
Current Registrations
Highmark, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Distributors, INC.Broker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.