Jonathan W. Rhoney
Professional summary
Jonathan William Rhoney, CFP®, who also goes by Jon Rhoney, Jonathan W Rhoney, is a registered financial advisor currently at MILL CAPITAL MANAGEMENT, LLC located in Concord, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan William Rhoney's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2021 - Present
MILL CAPITAL MANAGEMENT, LLC
Office #1: 845 Church Street North, Concord, NC 28025March 13, 2003 - November 11, 2003
ELLINGTON SMITH, LLC
August 19, 1997 - April 30, 2003
UVEST FINANCIAL SERVICES GROUP, INC.
February 7, 1997 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
February 7, 1997 - September 12, 1997
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
MILL CAPITAL MANAGEMENT, LLC
CRD#: 312798 / SEC#: 801-120478
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/21/2021)
Exams
Current Firm
MILL CAPITAL MANAGEMENT, LLC
CRD#: 312798 / SEC#: 801-120478
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 283 |
| AUM (Assets Under Management) | $ 1,371,270,285 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MILL CAPITAL MANAGEMENT, LLC
CRD#: 312798Concord, NC 28025TRUST BUT VERIFY
Monitor Jonathan Rhoney
Get automatic monthly alerts on:
