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Jonathan Philip Short

Investment adviser representative at Semmax Financial Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$495.4MFirm assets
9 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

10 years in the industry.

  1. Semmax Financial Advisors, Inc.Aug 2021 to now
  2. Semmax Financial GroupMar 2016 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (NC).

Semmax Financial Advisors, Inc.

$495.4MAssets managed
826Clients
8Advisers
9 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
5558074
Firm CRD
144978
Advisor's SEC record (opens in a new tab)
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