Jonathan Reganess

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 04/2021
  Wells Fargo Advisors
  Greensboro, NC
• 04/2021 → Present
  Raymond James Financial Services, Inc.
  Greensbor, NC
• 04/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Greensboro, NC
• 04/2021 → Present
  Reganess Wealth Management Group
  Greensboro, NC

Previous Registrations

• 2010-04-30 → 2021-04-21
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
  Greensboro, NC
• 2009-06-01 → 2010-05-04
  Morgan Stanley
  Greensboro, NC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Greensboro, NC
• 2005-02-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greensboro, NC
  Greensboro, NC
• 2002-06-21 → 2005-02-02
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
• 2001-03-12 → 2002-06-21
  Wachovia Securities, Inc.
  Greensboro, NC

Other Businesses

(1)Name of Business: Red Feather Properties LLC Address: 1114 Ritters Lake Road, Greensboro, NC, 27406, United States Activity Type: Rental Real Estate Position/Title: Borrower, Owner/Proprietor Investment Related: Yes Start Date: 05/30/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchasing a single family home as a rental property w/ my spouse. (2)Name of Business: Reganess Wealth Management Group Address: 608 Pisgah Church Rd, Ste 201, Greensboro, NC, 27455, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/16/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Planning, asset management, insurance & liability planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-06
• S63 Uniform Securities Agent State Law Examination
  2000-06-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John Reganess