Jonathan NeumanCRD Number: 4452118
Current Firm: Wells Fargo Clearing Services, LLC
Compensation Model: Both
Jonathan Neuman (CRD# 4452118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Deerfield, IL and has over 14 years of experience in the finance industry.
Jonathan was a Vice-President at Morgan Stanley prior to joining Wells Fargo Advisors. He holds an MBA from DePaul University and an undergraduate degree in business from The University of Illinois at Chicago where he was inducted into the National Honor Society of Business Students. He is a Certified Financial Planner ("CFP") and a Chartered Financial Consultant ("ChFC"). To learn more about Jonathan and his group, visit www.thenorthshoregroup.wfadv.com
Ellis Wealth Advisors, LLC
Waddell & Reed
|Wells Fargo Advisors LLC||Deerfield, IL||Jan 2015 - Current||3|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jan 2015||< 1|
|Morgan Stanley Smith Barney||Riverwoods, IL||Jun 2009 - Jan 2015||5|
|Morgan Stanley & Company, Incorporated||Riverwoods, IL||Apr 2007 - Jan 2015||7|
|Morgan Stanley Dean Witter||Northbrook, IL||Aug 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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, WY
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