Jonathan Short
Jonathan Short is a registered investment advisor at Semmax Financial Advisors, INC., based in Winston-Salem, NC, with 7 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 778 clients with $400M 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% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Accounts within the same household may be combined for a reduced advisory fee. Fees are negotiable.
Fee Estimator
Location
1447 Trade Mart Blvd, Winston-Salem, NC, 27127
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2009Other Business ActivitiesSells Insurance
Jonathan is involved with Semmax, Inc., an insurance agency, since 2016, dedicating about a quarter of his time. His duties include discussing risk management with clients and offering life or long-term care insurance as part of financial planning services.
Employment History
Current Registrations
Semmax Financial Advisors, INC.
Previous Registrations
Semmax Financial Advisors, INC.
State Registrations1 state
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.