TrueAdvisor
TrueAdvisor
JH
JH

Jonathan R Helton

T2 Asset Management, LLC
17 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
T2 Asset Management, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
685 clients
Average Client Portfolio
$241K average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$100K

Location

1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T2 Asset Management, LLC
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - October 2013 · 4 yrs 11 mos
State Registrations2 states
CAIL
Advisor
Exams
No exam information available for this advisor.