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Jonathan Samuel Sharpe

Jonathan S. Sharpe

ADHESION WEALTH ADVISOR SOLUTIONS | Associate Financial Advisor
CHARLOTTE, NC 28209
Some features on this profile are disabled
CRD#: 7455368
Jonathan Samuel Sharpe

Professional summary

Jonathan Samuel Sharpe, who also goes by Jonathan Samuel Sharpe, Jonathan Sharpe, is a registered financial advisor currently at ADHESION WEALTH ADVISOR SOLUTIONS located in Charlotte, North Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Cash Flow Management Strategie...
Saving for Education
Are you a "fiduciary"?
Yes

Aliases

Jonathan Samuel Sharpe | Jonathan Sharpe

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: North Carolina Notary Position: Notary Nature: I am a certified North Carolina notary. I have not notarized something outside of business purposes when I worked at Truist two years ago, though, and have no plans to do so before it expires in 2026. However, I am able to notarize for a nominal fee per state laws should I so choose. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 03/30/2021 Address: Home Address, Concord NC 28027, United States Description: North Carolina notary

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Samuel Sharpe'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®
None

Experience

Current

May 28, 2024 - Present

ADHESION WEALTH ADVISOR SOLUTIONS

Office #1: 2825 South Blvd Suite 500, Charlotte, NC 28209
RIA
CRD#: 143593
CHARLOTTE, NC
Past

November 10, 2023 - May 13, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CHARLOTTE, NC
Past

November 10, 2023 - May 13, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

July 19, 2022 - November 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Greensboro, NC
Past

July 19, 2022 - November 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Greensboro, NC
Past

February 28, 2022 - July 21, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
DURHAM, NC
Past

January 27, 2022 - July 1, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

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
ADHESION WEALTH ADVISOR SOLUTIONS
ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA
Registered Investment Advisory firm - (4/24/2007 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
North Carolina
(5/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/25/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/27/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/20/2022
Securities Industry Essentials Examination

Current Firm

AW
ADHESION WEALTH ADVISOR SOLUTIONS
ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA
Registered Investment Advisory firm - (4/24/2007 Approved)
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Contact information

Main Address
2825 South Blvd Suite 500, Charlotte, NC 28209
Mailing Address
Phone number
(888) 295-8351
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

ADHESION WEALTH ADVISOR SOLUTIONS: FORM ADV PART 2 BROCHURE 2024_12.2.24 (4/16/2025)

Regulatory assets under management

Total Number of Accounts32,716
AUM (Assets Under Management)$ 10,425,682,263

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

ADHESION WEALTH ADVISOR SOLUTIONS

Associate Financial AdvisorCRD#: 143593Charlotte, NC 28209

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Contact information

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