Jon Massey, financial advisor Corona CA
96 score

Jon Massey

CRD Number: 1135340
Current Firm: Wealthplan Partners

Jon Massey (CRD# 1135340) is an Investment Advisor Representative working at Wealthplan Partners in Corona, CA and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealthplan Partners Omaha, NE Jan 2016 - Current 1
Lpl Financial Corona, CA Jan 2016 - Current 1
National Planning Corporation Corona, CA Sep 2004 - Jan 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
Contact Info for Jon M. Massey
Phone Number: 402-333-5454
Firm Website: http://feltzwp.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,657
    MILLIONS
  • Total Number of Accounts
    12,200
    ACCOUNTS
  • Average Account Value
    $135,789
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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