Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Woehnker is a registered Investment Advisor Representative for CX Institutional, LLC. He has been in the financial industry since 2020 and has Series 65 and SIE licenses. Jonathan has previously worked for SYM Financial, First Merchants Bank, Shuttleworth, LLC, Schwartz Tennis Center - Purdue University, M&S Industrial Metal Fabricators, Mike's Carwash and Bishop Luers High School. Jonathan has experience providing financial planning and portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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IN
06/13/2022 - Present
CX Institutional, LLC (AUBURN IN)
IA
Issued 03/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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