Jonathan
Wei
Envoy Advisory Inc
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About this Advisor
Jonathan Wei is a financial advisor who works out of Aurora, Colorado who has 1 year of industry experience. Wei is an advisor for Envoy Advisory Inc. Wei has gained experience at Envoy Advisory and Christian Retirement Ministries, Inc. Wei has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Colorado. Envoy Advisory Inc is a financial advisory firm based in Colorado Springs, CO. It has a total of 15 financial advisors. It manages $383 million in assets among its 2,036 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 15 charitable organizations. The company performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which service is provided. Fees charged by Envoy Advisory Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Envoy Advisory Inc Brokerage Details
$383,299,377
15
2,036
$188,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Wei Work History
Jonathan has been registered as a financial advisor for 1 years.*
Envoy Advisory
Christian Retirement Ministries, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Wei to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Envoy Advisory Inc
Colorado Springs, CO
Aurora, CO
Colorado Springs, CO
Colorado Springs, CO
Pasadena, CA
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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