Jonathan Wanczyk, financial advisor King Of Prussia PA
93 score

Jonathan Wanczyk

CRD Number: 5880812
Current Firm: Voya Financial Advisors, Inc.

Jonathan Wanczyk (CRD# 5880812) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in King Of Prussia, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors King Of Prussia, PA Sep 2014 - Current 2
Ing Financial Partners, Inc. King Of Prussia, PA Feb 2011 - Sep 2014 3
Heritage Financial Systems, Inc. Malvern, PA Mar 2012 - Mar 2012 < 1
Financial Independence Planning, LLC Lafayette Hill, PA Aug 2010 - Mar 2012 1
Full Time Student Pittsburgh, PA Aug 2009 - Aug 2010 1
Financial Independence Planning, LLC Lansdale, PA May 2009 - Aug 2009 < 1
Full-time Student Pittsburgh, PA Aug 2008 - May 2009 < 1
Adecco West Chester, PA May 2008 - Aug 2008 < 1
Full-time Student Pittsburgh, PA Aug 2007 - May 2008 < 1
Adecco West Chester, PA May 2007 - Aug 2007 < 1
Full-time Student Pittsburgh, PA Aug 2006 - May 2007 < 1
Genuardi's Kimberton, PA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Jonathan J. Wanczyk
Phone Number: 1-800-356-2906
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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