Jonathan Neuman, financial advisor Deerfield IL
103 score

Jonathan Neuman

CRD Number: 4452118
Current Firm: Wells Fargo Advisors, 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 

CONTACT
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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Deerfield, IL Jan 2015 - Current 1
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
Contact Info for Jonathan J. Neuman
Phone Number: (847) 572-4321
Registered State(s):
  • IL
  • TX
  • AZ
  • CA
  • CT
  • FL
  • MD
  • WI
  • OH
  • NY
  • MO
  • MA
  • OK
  • MI
  • TN
  • CO
  • IN
  • NC
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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