Jonathan Jefferson is a registered investment advisor, based in Charlotte, NC, with 7 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History (4)
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Financial
July 2025Final
Financial
February 2025Final
Financial
June 2024Final
Financial
June 2023Final
Other Business Activities
Jonathan is an employee of Maplebear, Inc. (doing business as Instacart) since 2022, delivering grocery items, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
October 2025 - Present · 7 mos
Vanguard Advisers, INC.
October 2025 - Present · 7 mos
Vanguard Marketing Corporation
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - July 2025 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - July 2025 · 3 yrs
Wells Fargo Clearing Services, LLC
January 2022 - April 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - April 2022 · 2 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2017 - September 2019 · 1 yr 10 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
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.