Jonathan David Stambaugh

Employer firm

Red Door Wealth Management, LLC CRD 153235

$3.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FAMILY OFFICE AND WEALTH PLANNING SERVICES, ADVISORY CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/2015 → 08/2022
  Raymond James & Associates, Inc.
  Memphis, TN
• 02/2018 → Present
  Collierville Schools (West Collierville Middle School)
  Collierville, TN
• 08/2022 → Present
  Red Door Wealth Management, Llc
  Memphis, TN

Previous Registrations

• 2015-04-24 → 2022-09-01
  Raymond James & Associates, Inc.
  Memphis, TN
  Memphis, TN
• 2012-12-17 → 2015-04-27
  Southstate Securities Corp.
  Memphis (Shelby), TN
  Memphis, TN

Other Businesses

(1). LHP Property Group Address: Collierville, TN Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 12/01/2015 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Residential Rental Property (2). Collierville Schools (West Collierville Middle School) Address: Collierville, TN Nature of the Business: Coach (paid) Position/Title: Coach (paid) Investment Related:No Start Date: 02/01/2018 Hours per month devoted to this business: 11-220 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Baseball coach

Exams

• S66 Uniform Combined State Law Examination
  2012-12-15
• S63 Uniform Securities Agent State Law Examination
  2011-11-22

Other Names

• Jd Stambaugh