Advisor at Xcel Wealth Management, LLC
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Firm
Xcel Wealth Management, LLC
Location
Holly Hill, FL 32117
Credentials
Series 63
Industry experience
25 years
Jonathan Xynidis is a financial advisor with Xcel Wealth Management, LLC in Holly Hill, FL, holding a Series 63 license and 25 years of industry experience. He has been with Xcel Wealth Management since 2011 and previously worked at Purshe Kaplan Sterling from 2011 to 2019. Outside of his advisory role, he manages a commercial property through Holly Hill Market LLC. Xcel Wealth Management primarily serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and comprehensive wealth-management services. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios tailored to client goals, risk tolerance, and time horizons.
Based on Xcel Wealth Management, LLC
$0 - $2,000,000: 1.50% $2,000,001+: 0.75%
101 2 Nd Street, Suite 402
Holly Hill, FL 32117
Florida · Texas
Xcel Wealth Management
2011 - Present (15 years)
Purshe Kaplan STerling
2011 - 2019 (8 years)
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Other specialized services
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