Jonathan InzeroCRD Number: 6089944
Current Firm: Innova Wealth Partners, LLC
Jonathan Inzero (CRD# 6089944) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 5 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Seckel Capital Advisors LLC||Newtown, PA||Jul 2015 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management80MILLIONS
Total Number of Accounts601ACCOUNTS
Average Account Value$133,780
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, MA, NJ, PA, RI, TX
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