Jonathan Bass, financial advisor Blue Bell PA

Jonathan Bass

CRD Number: 6946058
Current Firm: Amplius Wealth Advisors

Jonathan Bass (CRD# 6946058) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Amplius Wealth Advisors Blue Bell, PA Jul 2021 - Current < 1
Imagefirst King Of Prussia, PA Feb 2021 - May 2021 < 1
Unemployed Philadelphia, PA Oct 2020 - Jan 2021 < 1
J.p Morgan Newark, DE May 2020 - Sep 2020 < 1
Unemployed Philadelphia, PA Jan 2020 - Apr 2020 < 1
University Of Delaware Newark, DE Aug 2015 - Dec 2019 4
High School Philadelphia, PA Sep 2010 - Jun 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Jonathan W. Bass
Phone Number: 215-310-7770
Registered State(s):
  • LA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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