Jonathan GoodCRD Number: 6265533
Current Firm: Wdc Advisors, LLC
Jonathan Good (CRD# 6265533) is an Investment Advisor Representative working at Wdc Advisors, LLC in Camp Hill, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wdc Advisors, LLC||Camp Hill, PA||Jul 2020 - Current||1|
|Wealth Development Council, LLC||Camp Hill, PA||May 2012 - Current||9|
|Harvest Investment Services, LLC||Camp Hill, PA||Feb 2018 - Sep 2020||2|
|New Cumberland Public Library||New Cumberland, PA||May 2012 - Jan 2019||6|
|Harrisburg Area Community College||Harrisburg, PA||Sep 2012 - May 2017||4|
|Homeschool||New Cumberland, PA||Jan 2008 - Jun 2012||4|
|Student||New Cumberland, PA||Jan 2010 - May 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
Total Assets Under Management22MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$96,402
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.