AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

Jonathan N. Magee

HIDDEN COVE WEALTH MANAGEMENT
Bainbridge Island, WA 98110
Some features on this profile are disabled
CRD#: 6961611
JM

Professional summary


Jonathan Nollan Magee, who also goes by Jonny Nollan Magee, is a registered financial advisor currently at HIDDEN COVE WEALTH MANAGEMENT located in Bainbridge Island, Washington.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jonny Nollan Magee

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.
NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT; START DATE: 11/1/2016; NUMBER OFHOURS/MONTH: 18; NUMBER HOURS/MONTH DURING TRADING HOURS: 5; SALES OF INSURANCE PRODUCTS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jonathan Nollan Magee's CRS (Customer Relationship Summary).
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®
None

Experience


Current

March 25, 2022 - Present

HIDDEN COVE WEALTH MANAGEMENT

Office #1: 249 Winslow Way East Suite 100, Bainbridge Island, WA 98110
RIA
CRD#: 318677
Bainbridge Island, WA
Past

November 19, 2020 - May 4, 2022

ONEDIGITAL

RIA
CRD#: 106766
Bainbridge Island, WA
Past

April 6, 2020 - November 20, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
BELLEVUE, WA
Past

October 16, 2019 - November 20, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BELLEVUE, WA

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".
HC
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA
Registered Investment Advisory firm - (3/25/2022 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.

Highlighted states indicate IAR registrations

IAR
Washington
(3/25/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/21/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


HC
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA
Registered Investment Advisory firm - (3/25/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
249 Winslow Way East Suite 100, Bainbridge Island, WA 98110
Mailing Address
Phone number
(206) 397-4890
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HCWM FIRM BROCHURE (3/26/2025)

Regulatory assets under management


Total Number of Accounts949
AUM (Assets Under Management)$ 335,173,048

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


HIDDEN COVE WEALTH MANAGEMENT

CRD#: 318677Bainbridge Island, WA 98110

TRUST BUT VERIFY

Monitor Jonathan Magee

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Dale Thomas Miller
Dale MillerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Moscow, ID
Gregg Michael Quinn
Gregg QuinnAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Redmond, WA
Alyssa Marie Jarman
Alyssa JarmanAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bellevue, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics