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Charles Jonathan Emanuel

Apex Strategic Wealth, LLC

Chattanooga, TN

CRD 5540246

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Employer firm

Apex Strategic Wealth, LLC CRD 308569

$292M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Apex Strategic Wealth, Llc

3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-12-24
  • TN RA
    APPROVED
    Since 2025-12-24

Branch Locations

3800 St. Elmo Ave. Suite 129, Chattanooga, TN 37409 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Innovative Advisory Partners, Llc Hixson TN 03/2014 06/2020
Apex Strategic Wealth, Llc Chattanooga TN 05/2020 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-05-24
S66 Uniform Combined State Law Examination 2008-08-15
  • S63 Uniform Securities Agent State Law Examination
    2014-05-24
  • S66 Uniform Combined State Law Examination
    2008-08-15
Other Names
  • C. Jonathan Emanuel
  • Jonathan Emanuel

View on SEC IAPD

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