JS
Jonathan D. Stambaugh
RED DOOR WEALTH MANAGEMENT
MEMPHIS, TN 38120
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CRD#: 5843615
JS
Professional summary
Jonathan David Stambaugh, who also goes by Jd Stambaugh, is a registered financial advisor currently at RED DOOR WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jd Stambaugh
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1). LHP Property Group Address: Collierville, TN Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 12/01/2015 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Residential Rental Property (2). Collierville Schools (West Collierville Middle School) Address: Collierville, TN Nature of the Business: Coach (paid) Position/Title: Coach (paid) Investment Related:No Start Date: 02/01/2018 Hours per month devoted to this business: 11-220 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Baseball coach (3). Independent Licensed Insurance Agent Address: Collierville, TN Nature of the Business: Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/2016 Description of duties: Life/Health and LTC
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Stambaugh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 1, 2022 - Present
RED DOOR WEALTH MANAGEMENT, LLC
Office #1: 965 Ridge Lake Blvd Suite 105, Memphis, TN 38120RIA
CRD#: 153235
MEMPHIS, TN
Past
April 24, 2015 - September 1, 2022
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
MEMPHIS, TN
Past
April 24, 2015 - September 1, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
MEMPHIS, TN
Past
December 17, 2012 - April 27, 2015
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
RIA
CRD#: 6950
MEMPHIS, TN
Past
October 5, 2011 - April 27, 2015
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
BD
CRD#: 6950
MEMPHIS, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RD
RED DOOR WEALTH MANAGEMENT, LLC
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235 / SEC#: 801-79374
RIA
Registered Investment Advisory firm - (3/31/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/8/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/4/2014 Terminated)Texas
Registered Investment Advisory firm - (4/4/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(9/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RD
RED DOOR WEALTH MANAGEMENT, LLC
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235 / SEC#: 801-79374
RIA
Registered Investment Advisory firm - (3/31/2014 Approved)Louisiana
Registered Investment Advisory firm - (4/8/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/4/2014 Terminated)Texas
Registered Investment Advisory firm - (4/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
965 Ridge Lake Blvd Suite 105, Memphis, TN 38120
Mailing Address
Phone number
(901) 681-0018
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,928 |
| AUM (Assets Under Management) | $ 2,520,524,776 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/15/2025 | ||
| 01/22/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235Memphis, TN 38120TRUST BUT VERIFY
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