Jonathon
Wells

Financial Transparency

CRD#5971711
Investment Advisor
in Greensboro, NC

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About this Advisor

Jonathon Wells is a financial advisor based in Greensboro, North Carolina, working with Financial Transparency. Jonathon has previously held positions at Consulting Services Support Corporation, Cssc Brokerage Services, Inc, Cssc Investment Advisory Services, Inc, Spartan Brewpub, and Envision Financial Transparency, LLC. Jonathon has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Jonathon is part of Financial Transparency, which operates out of Greensboro, North Carolina. The firm has 12 offices and 15 employees. The firm manages assets totaling $295.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Financial Transparency includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Greensboro, NC

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Financial Transparency Brokerage Details

Total Assets Under Management

$295,289,685

Total Number of Employees

15

Total Number of Accounts

508

Average Account Size

$581,279

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jonathon Wells Work History

2018 - Present (7 years)

Envision Financial Transparency, LLC

2017 - 2018 (1 year)

Spartan Brewpub

2011 - 2018 (7 years)

Consulting Services Support Corporation

2011 - 2018 (7 years)

Cssc Brokerage Services, Inc

2011 - 2018 (7 years)

Cssc Investment Advisory Services, Inc

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Disclosures

Please visit the SEC profile of Jonathon Wells 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 Financial Transparency

Jonathon Wells
Greensboro, NC
James Nici
Greensboro, NC
Joshua Keagle
Greensboro, NC
Bernard Donohue
Greensboro, NC
Charles Gilligan
Sun Lakes, AZ
Emily Keagle
Greensboro, NC
Alfred Romano
Salisbury, NH
Daniel Doherty
Peabody, MA

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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