Jonah Rauguth (CRD# 6629493) is an Investment Advisor Representative working at Immaculate Wealth Management, LLC in Mesa, AZ and has over 4 years of experience in the finance industry. Jonah Rauguth 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Insurance Agent | Mesa, AZ | Feb 2021 - Current | 3 |
Immaculate Wealth Management, LLC | Mesa, AZ | May 2019 - Current | 5 |
Gradient Securities, LLC | Arden Hills, MN | Oct 2018 - Current | 5 |
Precision Investments Inc. | Mesa, AZ | Jul 2018 - Feb 2021 | 2 |
Immaculate Wealth Management, Llc/precision Investments Inc. | Mesa, AZ | May 2018 - May 2019 | 1 |
Benedictine University At Mesa | Mesa, AZ | Aug 2016 - May 2018 | 1 |
Chandler Gilbert Community College | Chandler, AZ | Jan 2015 - Aug 2016 | 1 |
Cochise College | Douglas, AZ | Aug 2014 - Jan 2015 | < 1 |
Colorado Northwestern Community College | Rangley, AZ | Jan 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- AZ
- CA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts702ACCOUNTS
-
Average Account Value$150,440
- 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
AZ, CA, TX
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