Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Reece Gelhaus is an Investment Advisor Representative at Cerity Partners LLC. Jonah has been in the financial services industry for more than a year and is registered to provide investment advice in Kentucky. Jonah holds the Series 65 designation and is a Certified Financial Planner. Jonah's past work experience includes roles at ARGI Investment Services, LLC, Center for Financial Success - Western Kentucky University, and Charlie Vetner Golf Course. Jonah specializes in retirement planning, college savings, and estate planning.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/01/2025 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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