Jonathan Weiss
Jonathan Weiss is a registered investment advisor at Aegis Capital CORP., based in East Longmeadow, MA, with 8 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 Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B 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 $250K | 2.50% |
| $250K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.
Fee Estimator
Location
East Longmeadow, MA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2023Other Business ActivitiesSells Insurance
Jonathan works as a producer/agent for ACC Agency, Inc., a general insurance agency, dedicating a few hours per week to the business. This activity is investment-related.
Employment History
Current Registrations
Aegis Capital CORP.
Aegis Capital CORP.
Aegis Capital CORP.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.
Exams
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