Jonathan Phelan, financial advisor Fair Haven MI

Jonathan Phelan

CRD Number: 4083286
Current Firm: Waterford Financial Management, LLC

Jonathan Phelan (CRD# 4083286) is an Investment Advisor Representative working at Waterford Financial Management, LLC in Fair Haven, MI and has 1 year of experience in the finance industry. Jonathan Phelan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Waterford Financial Management, LLC Anchorville, MI Feb 2007 - Current 17

Jonathan Phelan has no recent exams reported.
Contact Info for Jonathan A. Phelan
Phone Number: 810-354-2055
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $776,602
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
Types of Clients
Registered States

MI

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