Unclaimed Profile

Jonathan Holden Harris

BLACK POINT WEALTH MANAGEMENT, LLC·NAPLES, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 6525 years registeredBLACK POINT WEALTH MANAGEMENT, LLC

849 7TH AVENUE SOUTH, NAPLES, FL 34102CRD# 1957460Firm CRD# 329358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Holden Harris · NAPLES, FL

Registration

CRD #1957460 · BLACK POINT WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

TRANSCEND CAPITAL ADVISORS, LLC

Jan 2025 – present

BLACK POINT WEALTH MANAGEMENT

Apr 2024 – Oct 2025

NAPLES, FL

COMMONWEALTH FINANCIAL NETWORK

Jan 2001 – May 2024

MIDDLETOWN, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

2016Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLACK POINT WEALTH MANAGEMENT, LLC

CRD 329358 · SEC 801-129688

AUM

$188M

Regulatory assets under management

Employees

225 client accounts

Services offered by BLACK POINT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLACK POINT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Holden Harris offer?

Jonathan Holden Harris specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.

What are Jonathan Holden Harris's credentials?

Jonathan Holden Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Holden Harris located?

Jonathan Holden Harris is based in NAPLES, Florida, working with BLACK POINT WEALTH MANAGEMENT, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Jonathan Holden Harris charge for services?

Jonathan Holden Harris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACK POINT WEALTH MANAGEMENT, LLC?

BLACK POINT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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