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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ellenbogen is a financial advisor who has been working in the industry since 1999. Jonathan is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2016. Jonathan is also registered with the state of District of Columbia. Jonathan has a wide range of experience in the financial services industry, including experience with individuals, corporations, and institutional clients. Jonathan specializes in providing financial planning, investment management, and retirement planning services.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DC
05/04/2016 - Present
Wells Fargo Advisors Financial Network, LLC (WASHINGTON DC)
DC
01/01/2008 - 04/08/2016
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
DC
08/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
BOTH
Issued 08/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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