Jonathan WieneckeCRD Number: 4443827
Current Firm: Planning Solutions Group, LLC
Jonathan Wienecke (CRD# 4443827) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 14 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Triad Advisors, Inc.||Norcross, GA||Mar 2012 - Current||5|
|Planning Solutions Group, LLC||Fulton, MD||Mar 2012 - Current||5|
|Ducks Unlimited||Ellicott City, MD||Aug 2010 - Current||6|
|Genworth Financial Securities Corporation||Schaumburg, IL||Oct 2009 - Mar 2012||2|
|Genworth Financial Advisers Corporation||Schaumburg, IL||Oct 2009 - Mar 2012||2|
|Lincoln Financial Advisors||Baltimore, MD||Jan 2002 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management534MILLIONS
Total Number of Accounts1,746ACCOUNTS
Average Account Value$305,982
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, DE, FL, GA, LA, MA, MD, NC, NY, PA, SC, TX, VA
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