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JB
CFP · ChFC
JB
CFP · ChFC

Jonathan Blevins

Alphastar Capital Management
22 Years of Experience
Cornelius, NC
View SEC Summary
View SEC Summary

Jonathan Blevins is a CFP, ChFC-designated registered investment advisor at Alphastar Capital Management, based in Cornelius, NC, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 8,525 clients with $2.5B in assets under management.

Alphastar Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
8,525 clients
Average Client Portfolio
$293K average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable up to a maximum annual rate of 2.25%. Actual fees vary based on account size, services provided, and negotiations with your advisor.

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

Location

19520 West Catawba Avenue, Suite 112, Cornelius, NC, 28031

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jonathan is the VP of Advisor Consulting for Alpha Star RIA since 2021. This is an investment-related activity and takes nearly full-time hours.

Employment History
Current Registrations
Alphastar Capital Management
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Oakwood Capital Securities, INC.Broker
January 2023 - December 2023 · 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2006 - November 2020 · 14 yrs 4 mos
Advice and Planning Services
July 2006 - November 2020 · 14 yrs 4 mos
Wachovia Securities, LLC
April 2005 - June 2006 · 1 yr 2 mos
Wachovia Securities, LLCBroker
April 2005 - June 2006 · 1 yr 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2004 - February 2005 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - February 2005 · 9 mos
AXA Advisors, LLCBroker
February 2004 - April 2004 · 2 mos
State Registrations1 state
NC
Advisor

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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