Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Andrew Wingent is a Certified Financial Planner™ professional. Jon is currently registered with Morton Wealth. Jon specializes in providing financial advice and investment management to high-net-worth individuals, corporations, charitable organizations, and pension plans. Jon has over a decade of experience in the financial services industry, having previously worked at Schroders Personal Wealth in London and Close Brothers Asset Management. Jon holds a Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/08/2022 - Present
Morton Wealth (CALABASAS CA)
IA
Issued 06/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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