Jonathan
Mcmullen
Wisniewski Wealth Management
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About this Advisor
Jonathan Mcmullen is a certified financial planner who works in Dallas, Texas, with 3 years of relevant experience. Mcmullen is an advisor for Wisniewski Wealth Management. Their career trajectory has included roles at Arianna Capital Management L.L.C, Advisor-Friendly Insurance, Smallwillow, LLC, Wisniewski Wealth Management and The Wealth Observatory. Mcmullen maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Texas. Wisniewski Wealth Management is a business based out of Dallas, TX. It controls $168 million in assets between its 1,449 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,449 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules are based on the type of financial services provided. Fees billed by Wisniewski Wealth Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wisniewski Wealth Management Brokerage Details
$168,374,557
6
1,449
$116,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Mcmullen Work History
Jonathan has been registered as a financial advisor for 3 years.*
The Wealth Observatory
Wisniewski Wealth Management
Advisor-Friendly Insurance
Smallwillow, LLC
Arianna Capital Management L.L.C
*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 Mcmullen 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 Wisniewski Wealth Management
Dallas, TX
Dallas, TX
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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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.
