Jonathan
Pearson
Wealth Advisors Of Iowa, LLC
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About this Advisor
Jonathan Pearson is a financial advisor working in West Des Moines, Iowa with a total of 4 years of relevant experience. Pearson is an employee of Wealth Advisors Of Iowa, LLC. Pearson has gained experience at Minnesota Life Ins Co, Securian Financial Services, Inc, Visionpoint Advisory Group, Lpl Financial LLC and Wealth Advisors Of Iowa. Pearson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Iowa and Texas. Wealth Advisors Of Iowa, LLC is a firm operating out of West Des Moines, IA. It controls $346 million in assets across its 979 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 979 accounts, 28% are associated with high-net-worth individuals who have more than $1 million in investable assets. Wealth Advisors Of Iowa, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which services are provided. Fee types charged by Wealth Advisors Of Iowa, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Advisors Of Iowa, LLC Brokerage Details
$346,194,031
12
979
$353,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan Pearson Work History
Jonathan has been registered as a financial advisor for 4 years.*
Wealth Advisors Of Iowa
Visionpoint Advisory Group
Lpl Financial LLC
Minnesota Life Ins Co
Securian Financial Services, 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 Pearson 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 Wealth Advisors Of Iowa, LLC
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
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