TrueAdvisor
TrueAdvisor
JH
JH

Jonathan Edward Haun

Emerge Capital Management
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Emerge Capital Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
7 clients
Average Client Portfolio
$16.1M average
Assets Under Management
$112.8M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

500 Pearl Street, Suite 740, Buffalo, NY, 14202

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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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Employment History
Current Registrations
Emerge Capital Management
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
August 2018 - September 2019 · 1 yr 1 mo
Morgan StanleyBroker
July 2018 - September 2019 · 1 yr 2 mos
James E. Coffey Securities, INC.Broker
June 2017 - August 2017 · 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.