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Jonathan Michael Morgan

Holderness Investments Co

Charlotte, NC

Greensboro, NC

CRD 2789505

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Employer firm

Holderness Investments Co CRD 106530

$661M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Holderness Investments Co

2102 N. Elm Street Suite C, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-23
TX RA APPROVED 2024-02-23
  • NC RA
    APPROVED
    Since 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-23

Branch Locations

5960 Fairview Road Suite 400, Charlotte, NC 28210 • United States

2102 N. Elm Street Suite C, Greensboro, NC 27408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Simarian Enterprises Llc D/B/A Simarian Research Charlotte NC 08/2011 10/2022
Sp Capital Management Llc Charlotte NC 09/2014 10/2022
Mcshane Partners Charlotte NC 08/2022 02/2024
Holderness Investments Company Greensboro NC 02/2024 Present
  • 08/2011 → 10/2022
    Simarian Enterprises Llc D/B/A Simarian Research
    Charlotte, NC
  • 09/2014 → 10/2022
    Sp Capital Management Llc
    Charlotte, NC
  • 08/2022 → 02/2024
    Mcshane Partners
    Charlotte, NC
  • 02/2024 → Present
    Holderness Investments Company
    Greensboro, NC
Previous Registrations
  • 2022-09-16 → 2024-02-21
    Mcshane Partners
    Charlotte, NC
  • 2013-05-30 → 2022-09-26
    Simarian Enterprises Llc
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-12-11
  • S63 Uniform Securities Agent State Law Examination
    1996-12-11
Designations
  • Chartered Financial Analyst
Other Names
  • Jon Michael Morgan

View on SEC IAPD

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Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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