Jonathan MetzgerCRD Number: 5879742
Current Firm: Wells Fargo Advisors, LLC
Jonathan Metzger (CRD# 5879742) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Cornelius, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Wells Fargo Advisors, LLC||Charlotte, NC||Aug 2013 - Current||4|
|Ubs Financial Services Inc.||Phoenix, AZ||Jan 2011 - Aug 2013||2|
|Re/max Professionals||Glendale, AZ||Aug 2004 - Jan 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV