Jonathan Sinclair Nance
Professional Summary
Jonathan Sinclair Nance, who also goes by Jonathan Nance, is a registered financial advisor currently at DRAGONFLY CAPITAL PARTNERS, LLC located in Charlotte, North Carolina. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2018. Jonathan has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Nance
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
DRAGONFLY CAPITAL PARTNERS, LLC
Contact Information
Main Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464Mailing Address
694 Pawley Rd Suite 101, Mt Pleasant, SC 29464Phone Number
(704) 488-7712Established
North Carolina since 08/17/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/9/2025)
(6/2/2023)
(6/2/2023)
(6/2/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Sinclair Nance's CRS (Customer Relationship Summary).
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