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Jonah Torrison

Wealthfront Advisers LLC

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About Jonah Torrison

Jonah Torrison is a registered investment advisor representative with Wealthfront Advisers LLC, a firm based in Palo Alto, CA. Jonah has experience in the financial services industry, having previously worked at Robinhood Financial, LLC. Jonah holds the Series 7TO and Series 66 licenses. Jonah specializes in portfolio management for individuals and businesses.

Firm Information

Jonah Torrison is currently registered with Wealthfront Advisers LLC. Wealthfront Advisers LLC is a Registered Investment Adviser based in Palo Alto, California. The firm manages approximately $35.9 billion in assets for over 536,000 clients. They offer portfolio management services for individuals and businesses, and participate in wrap fee programs. Wealthfront Advisers LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
Wealthfront Advisers LLC

261 HAMILTON AVE.

PALO ALTO, CA 94301

$35.92B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue share with affiliate - bd

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Jonah Torrison’s Registration & Firm History

CA

08/05/2024 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

CO

01/05/2021 - 07/07/2023

ROBINHOOD FINANCIAL, LLC (Denver CO)

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Licenses & Designations

BOTH

Issued 02/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonah Torrison.
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