JH
Jonathan C. Hogan
ARKADIOS WEALTH ADVISORS
Charlotte, NC 28209
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CRD#: 6947878
JH
Professional summary
Jonathan Charles Hogan, who also goes by Jon Hogan, Jonathan Charles Hogan, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Charlotte, North Carolina and ARKADIOS CAPITAL located in Charlotte, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jonathan has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Hogan | Jonathan Charles Hogan
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. EH Locke LLC - 4/1/2019 - 6101 Carnegie Blvd Suite 350 Charlotte, NC 28209 - President, Meeting with clients to discuss their Medicare Options along with Retirement planning strategies, Invt Rel, Insurance Business, 40 hrs/mo; 0 hrs/mo (during trading hours). 2. Chartered Retirement Planning Counselor, Is Investment Related, 6101 CARNEGIE BLVD, Suite 350, Charlotte, NC, 28209, Professional Designation, CRPC, 9/22/2021,160 hours per month, 160 hours per month during trading hours, No Compensation Compensation, Professional Designation offered through Kaplan which puts more focus on the retirement planning process. 3. SouthPark Capital, Is Investment Related, 6101 CARNEGIE BLVD, Suite 350, Charlotte, NC, 28209, Investments, Financial Advisor, 1/1/2020,160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Financial services offered including securities and insurance. 4.SouthPark Capital, Is Investment Related, 6101 CARNEGIE BLVD, Suite 350, Charlotte, NC, 28209, Article, Advisor, 1/11/2023, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Published Article through Kiplinger's discussion the benefits of 1031 Exchanges into DST 5.George Terlizzi Inc., Is Investment Related, 2602 Providence Spring Lane, Charlotte, NC, 28270, Running a wealth management firm, Managing Partner, 6/16/2022, 160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Partial Owner of SouthPark Capital. Running day to day operations within the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Charles Hogan'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
August 19, 2022 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 6101 Carnegie Blvd. Ste 350, Charlotte, NC 28209RIA
CRD#: 288863
Charlotte, NC
Current
August 15, 2022 - Present
ARKADIOS CAPITAL
Office #1: 6101 Carnegie Blvd, Suite 350, Charlotte, NC 28209Office #2: 442 South Main Unit 12, Davidson, NC 28036BD
CRD#: 282710
Charlotte, NC
Past
January 29, 2020 - August 19, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Charlotte, NC
Past
January 28, 2020 - August 17, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
CHARLOTTE, NC
Past
January 31, 2019 - January 3, 2020
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Cornelius, NC
Past
January 7, 2019 - August 19, 2019
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
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".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/2/2024)
RR
California(1/2/2024)
RR
Florida(10/4/2022)
RR
Georgia(8/15/2022)
IAR
Georgia(11/22/2022)
RR
Kansas(11/28/2023)
RR
Maryland(1/2/2024)
RR
Mississippi(1/2/2024)
RR
New Mexico(1/2/2024)
RR
New York(1/2/2024)
RR
North Carolina(8/19/2022)
IAR
North Carolina(8/19/2022)
RR
Ohio(1/2/2024)
RR
Pennsylvania(1/2/2024)
RR
South Carolina(8/15/2022)
RR
Tennessee(1/2/2024)
RR
Texas(11/18/2022)
RR
West Virginia(1/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
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.
