Jonathon
Wells
Financial Transparency
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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
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$295,289,685
15
508
$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
Envision Financial Transparency, LLC
Spartan Brewpub
Consulting Services Support Corporation
Cssc Brokerage Services, Inc
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
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Sun Lakes, AZ
Greensboro, NC
Salisbury, NH
Peabody, MA
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