Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable and may be asset-based (ranging from 0-3% annually) or fixed fees, varying by client based on complexity, assets managed, and the overall relationship. Fees are deducted from your account by the custodian. Financial planning is charged hourly ($500/hour), fixed, or ongoing, billed in advance. ERISA plan fees shall not exceed 1%.
Areas of Practice
Advisor Information
Office location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is involved in several investment-related business activities, including JFS Investments L.L.C. (minimal time), JHS Real Estate Investments (minimal time), JFS Wealth Management (full-time), and Hibernia Wealth Management (full-time). He provides investment advisory services through Hibernia Wealth Management.