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Jonas William Wilmoth

Vanguard Marketing Corp.

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About Jonas William Wilmoth

Jonas William Wilmoth is a financial advisor with Vanguard Marketing Corp., located in Malvern, Pennsylvania. Jonas Wilmoth has been in the financial industry since 2000. Jonas Wilmoth holds licenses to conduct securities transactions in New Jersey and Pennsylvania. He has earned several licenses and industry designations including Series 63, Series 65, Series 7, Series 24, Series 31, and the SIE. Prior to joining Vanguard Marketing Corp. Jonas Wilmoth was employed by PACER FINANCIAL, INC. in Malvern, Pennsylvania, Charles Schwab & Co., Inc. in Westlake, Texas, and Dean Witter Reynolds Inc. in Purchase, New York.

Firm Information

Jonas Wilmoth is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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.

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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Jonas Wilmoth’s Registration & Firm History

PA

10/25/2013 - Present

Vanguard Marketing Corp. (MALVERN PA)

PA

03/25/2008 - 10/05/2009

PACER FINANCIAL, INC. (MALVERN PA)

TX

11/20/2000 - 04/03/2006

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

09/22/1999 - 05/25/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 11/05/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/21/1999

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonas William Wilmoth. Review regulatory record here.
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