Jonathan Shippee, financial advisor Manasquan NJ
90 score

Jonathan Shippee

CRD Number: 6300349
Current Firm: Wells Fargo Advisors Financial Network, LLC

Jonathan Shippee (CRD# 6300349) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Manasquan, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Manasquan, NJ May 2016 - Current 2
Lpl Financial Manasquan, NJ Mar 2014 - May 2016 2
Harbor Lights Financial Group Manasquan, NJ Jun 2013 - May 2016 2
Monmouth University West Long Branch, NJ Sep 2008 - May 2014 5
Law Offices Of David R Green Colonie, NY Jun 2012 - Sep 2012 < 1
Shenendehowa High School Clifton Park, NY Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Jonathan D. Shippee
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    42,504
    MILLIONS
  • Total Number of Accounts
    142,401
    ACCOUNTS
  • Average Account Value
    $298,482
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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