Unclaimed Profile

Jonathan Paul Houk

JPH ADVISORY GROUP, INC.·ATLANTA, Georgia

Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record23 years registeredJPH ADVISORY GROUP, INC.

600 GALLERIA PARKWAY, ATLANTA, GA 30339CRD# 1403068Firm CRD# 125268

Profile Verification

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

Identity

Jonathan Paul Houk · ATLANTA, GA

Registration

CRD #1403068 · JPH ADVISORY GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JPH ADVISORY GROUP, INC.

GRATUS CAPITAL, LLC

Aug 2018 – Aug 2021

Atlanta, GA

JPH ADVISORY GROUP, INC.

Mar 2003 – Dec 2018

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · March 28, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JPH ADVISORY GROUP, INC.

CRD 125268 · SEC 801-62265

AUM

$167M

Regulatory assets under management

Employees

782 client accounts

Services offered by JPH ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JPH ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Paul Houk offer?

Jonathan Paul Houk specializes in Financial Planning, Investment Management.

What are Jonathan Paul Houk's credentials?

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

Where is Jonathan Paul Houk located?

Jonathan Paul Houk is based in ATLANTA, Georgia, last registered with JPH ADVISORY GROUP, INC..

How does Jonathan Paul Houk charge for services?

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

How large is JPH ADVISORY GROUP, INC.?

JPH ADVISORY GROUP, INC. has approximately 6 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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