Jonathan
Fonash
Transamerica Financial Advisors, Inc
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About this Advisor
Jonathan Fonash is a financial advisor based in Cedar Rapids, Iowa, working with Transamerica Financial Advisors, Inc. Jonathan has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Capital One, Infinex Investments/Advisor Group/Osaic, and Capital One Financial Advisors. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and New Jersey. Currently, Jonathan is part of Transamerica Financial Advisors, Inc, which operates out of Cedar Rapids, Iowa. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Fonash Work History
Transamerica Financial Advisors, Inc
Wfgia
Infinex Investments/Advisor Group/Osaic
Capital One
Capital One Financial Advisors
Disclosures
Please visit the SEC profile of Jonathan Fonash 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 Transamerica Financial Advisors, Inc
San Antonio, TX
Troy, MI
Cedar Rapids, IA
West Covina, CA
Port Jefferson Station, NY
Austin, TX
Falls Church, VA
Ontario, 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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