Jonathon
Wells

Financial Transparency

CRD#5971711
Investment Advisor
in Greensboro, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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 (6 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

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
Charles Gilligan
Sun Lakes, AZ
Bernard Donohue
Greensboro, NC
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started