Jonathan Vargo (CRD# 5688827) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 14 years of experience in the finance industry. Jonathan Vargo 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.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jun 2021 - Current | 2 |
| Infinex Investments, Inc. | Meriden, CT | Aug 2020 - Jun 2021 | < 1 |
| Flagstar Bank | Portage, MI | Aug 2020 - Jun 2021 | < 1 |
| Wolff Financial Management LLC | Kalamazoo, MI | Apr 2016 - Jul 2020 | 4 |
| Jonathan Vargo | Kalamazoo, MI | Sep 2015 - Jul 2020 | 4 |
| Transamerica Financial Advisors, Inc. | Kalamazoo, MI | Feb 2015 - Apr 2016 | 1 |
| Bank Of America Merrill Lynch | Portage, MI | Apr 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
| S63 | Uniform Securities State Law Examination | Sep 2020 |
- MI
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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, MA, 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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