Jonathan
Wei
Envoy Advisory Inc
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About this Advisor
Jonathan Wei is a financial advisor based in Aurora, Colorado, working with Envoy Advisory Inc. Jonathan has previously held positions at Envoy Advisory and Christian Retirement Ministries, Inc. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Jonathan is part of Envoy Advisory Inc, which operates out of Aurora, Colorado. The firm has 18 employees and manages assets totaling $451.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Envoy Advisory Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Envoy Advisory Inc Brokerage Details
$451,108,851
18
2,100
$214,814
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
Envoy Advisory
Christian Retirement Ministries, Inc
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
Colorado Springs, CO
Aurora, CO
Colorado Springs, CO
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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