Advisor at Sentara Capital
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Firm
Sentara Capital
Location
Marietta, GA 30062
Credentials
Series 63, Series 66
Industry experience
13 years
Jonathan Brummel is a financial advisor at Sentara Capital with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cetera Investment Services, Regions Bank, SunTrust Investment Services, and Wells Fargo. Outside of his advisory role, he is also licensed as an insurance agent and sells various insurance products. Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.
Based on Sentara Capital
Fixed fees may be charged for educational workshops; specifics announced in advance.
$0 - $3,000,000: 1.00% (100 basis points) annually $3,000,001 - $5,000,000: 0.80% (80 basis points) annually Over $5,000,000+: 0.50% (50 basis points) annually
$150 per hour billed in 15-minute increments for stand-alone financial planning engagements.
Fee-only: Fee-only advisory services, no commissions or mark-ups received by the firm.
3225 Shallowford Road Ne, Suite 900
Marietta, GA 30062
Georgia
Sentara Capital
2025 - Present (1 year)
Cetera Investment Services Llc
2023 - 2025 (2 years)
Cetera
2023 - 2025 (2 years)
Regions Bank
2023 - 2025 (2 years)
SunTrust Investment Services Inc
2019 - 2023 (4 years)
Suntrust Bank
2019 - 2023 (4 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo Bank, Na
2014 - 2019 (5 years)
Wells Fargo Advisors, Llc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Series 65
Marietta, GA
AF Capital Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
Series 66
Kennesaw, GA
Schumpert Investments, LLC
CFP®, Series 63
Alpharetta, GA
Cwpim
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