Charles Jonathan Emanuel
Investment adviser representative at Apex Strategic Wealth, LLC
12 yearsExperience
1 stateRegistered in
$292.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Apex Strategic Wealth, LLCMay 2020 to now
- Innovative Advisory Partners, LLCMar 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Apex Strategic Wealth, LLC
$292.1MAssets managed
604Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5540246
- Firm CRD
- 308569