Jonathan Inzero, financial advisor Newtown PA
90 score

Jonathan Inzero

CRD Number: 6089944
Current Firm: Seckel Capital Advisors, LLC

Jonathan Inzero (CRD# 6089944) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Jeffrey Jones, financial advisor Newtown PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Newtown PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Similar Advisors
Steven Clott, financial advisor Newtown PA
Steven M. Clott
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
Company Name Location Dates Years
Seckel Capital Advisors LLC Newtown, PA Jul 2015 - Current 1
Ameriprise Financial Services, Inc. Lawrenceville, NJ Sep 2012 - Jul 2015 2
La Stalla Newtown, PA May 2011 - Sep 2012 1
Tgi Fridays Princeton, NJ Sep 2006 - May 2011 4
Chicken Holiday Princeton, NJ Sep 2000 - Sep 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jonathan Inzero
Phone Number: (888) 270-1574
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $115,589
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, MA, NJ, PA, RI, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.