Jonathon
Wells
Financial Transparency
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About this Advisor
Jonathon Wells is a financial advisor working in Lake Orion, Michigan, who has 5 years of relevant experience. Wells is on the advisory team at Financial Transparency. The advisor has gained experience at Consulting Services Support Corporation, Cssc Brokerage Services, Inc, Cssc Investment Advisory Services, Inc, Spartan Brewpub and Envision Financial Transparency, LLC. Wells maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Financial Transparency is a registered investment firm with a branch in Lake Orion, Michigan. The company has offices in 12 locations and a total of 15 people on staff. It handles $237 million in assets under management across its 378 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves one charitable organizations. Of its 378 accounts, 27% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on which services are provided. Fees charged by Financial Transparency most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$237,152,208
15
378
$627,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathon Wells Work History
Jonathon has been registered as a financial advisor for 5 years.*
Envision Financial Transparency, LLC
Spartan Brewpub
Consulting Services Support Corporation
Cssc Brokerage Services, Inc
Cssc Investment Advisory 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 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
Lake Orion, MI
Greensboro, NC
Greensboro, NC
Greensboro, NC
Sun Lakes, AZ
Greensboro, NC
Dallas, TX
Salisbury, NH
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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