![Jonathan Stewart Liles](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Jonathan Stewart Liles worked as a Financial Planner at Carroll Financial Associates, Inc. from 2000 to 2021.
He obtained his undergraduate degree from The University of North Carolina at Chapel Hill.
Former positions of Jonathan Stewart Liles
| Companies | Position | End |
|---|---|---|
Carroll Financial Associates, Inc.
 Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial’s investment committee maintains an approved list of individual securities as well as seven different investment allocation models. The models include Growth, Total Return, Income & Growth, Income, Risk Controlled, Tactical and Capital Preservation. | Portfolio Manager-Equities | 01/11/2021 |
Training of Jonathan Stewart Liles
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
16
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The University of North Carolina at Chapel Hill
 The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial’s investment committee maintains an approved list of individual securities as well as seven different investment allocation models. The models include Growth, Total Return, Income & Growth, Income, Risk Controlled, Tactical and Capital Preservation. | Finance |
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