Jonathan ChadwickCRD Number: 6151217
Current Firm: Wells Fargo Advisors, LLC
Jonathan Chadwick (CRD# 6151217) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Wayne, IN and has over 4 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Wells Fargo Advisors, LLC||Fort Wayne, IN||Jan 2013 - Current||4|
|Self Employed||Fort Wayne, IN||Jan 2011 - Jan 2013||2|
|Kids Alive International||Lima,||Aug 2008 - Dec 2010||2|
|Madison Center||Portage, IN||Aug 2007 - Aug 2008||1|
|Baptist Mid-missions||Lima,||Aug 2006 - Jul 2007||< 1|
|Madison Center||South Bend, IN||Apr 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
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