Jonathan Samuel Sharpe
Investment adviser representative at Adhesion Wealth Advisor Solutions
12 yearsExperience
1 stateRegistered in
$11BFirm assets
19 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Adhesion Wealth Advisor SolutionsMay 2024 to now
- TIAAOct 2023 to May 2024
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to May 2024
- Ameriprise Financial Services, LLCJul 2022 to Oct 2023
- Fidelity Personal and Workplace AdvisorsFeb 2022 to Jul 2022
- Fidelity Brokerage Services LLCOct 2021 to Jul 2022
- Fidelity InvestmentsOct 2021 to Jul 2022
- TruistFeb 2021 to Oct 2021
- Academy Sports + OutdoorsJun 2020 to Feb 2021
- BelkFeb 2020 to Jun 2020
- Academy Sports + OutdoorsApr 2018 to Feb 2020
- CvsJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Adhesion Wealth Advisor Solutions
Legal name: Atria Investments, Inc.
$11BAssets managed
113Clients
7Advisers
19 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
- 7455368
- Firm CRD
- 143593