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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 Zabel Jonson is an investment advisor representative with Compound Planning, a firm that provides financial planning, educational seminars, and portfolio management for individuals and businesses. Jonathan Zabel Jonson is registered with the state of Washington and has been in the industry since 2017.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Selection of other advisers
1
2
WA
02/14/2024 - Present
Compound Planning (Bellingham WA)
IA
Issued 11/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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