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Jonathan James, LLC (Orlando)


Jonathan James, LLC is an adviser based in Orlando. It manages $7.5 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2003.

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Jonathan James provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jonathan James: assets under management

The assets under management (AUM) of Jonathan James, LLC is $7.5 million. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jonathan James, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Jonathan James, LLC performs its advisory services is located at 4112 Tall Tree Drive, Orlando, FL 32810 The mailing address of the firm is Pob 607007, Orlando, FL 32860 7007. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-521-5544 or by fax 321-577-0233. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.andrewfund.com.


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