Jonathan BassCRD 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.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|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|
Total Assets Under Management1,058MILLIONS
Total Number of Accounts2,524ACCOUNTS
Average Account Value$419,015
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA
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