Jonas Means (CRD# 5120318) is an Investment Advisor Representative working at Mariposa Wealth Solutions LLC in Newcastle, WA and has over 17 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariposa Wealth Solutions LLC | Snoqualmie, WA | Aug 2019 - Current | 4 |
| Cutler Investment Counsel, LLC | Bellevue, WA | Jan 2017 - Aug 2019 | 2 |
| Laird Norton Wealth Management | Seattle, WA | Feb 2015 - Jan 2017 | 1 |
| Coldstream Capital Management, Inc. | Bellevue, WA | Apr 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- WA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$153,087
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
WA
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