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Jonathan Errol Wooten

Money Concepts Capital Corp.

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About Jonathan Errol Wooten

Jonathan Wooten is a financial advisor with over 28 years of experience in the industry. He is registered with Money Concepts Capital Corp. and has been with the firm since 1996. Jonathan has a broad range of experience, including working with individuals, high-net-worth individuals, corporations, and pension plans. He also holds licenses for both brokerage and investment advisory services, allowing him to provide a comprehensive approach to financial planning.

Firm Information

Jonathan Wooten is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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general consulting services

General consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor fee

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Jonathan Wooten’s Registration & Firm History

KY

06/13/1997 - Present

Money Concepts Capital Corp. (PADUCAH KY)

WI

10/20/1995 - 08/07/1996

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

IA

08/05/1994 - 10/24/1995

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 08/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Errol Wooten.
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