Jonathan WordinghamCRD Number: 6253021
Current Firm: Edward Jones
Jonathan Wordingham (CRD# 6253021) is an Investment Advisor Representative working at Edward Jones in Ontario, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Edward Jones||St Louis, MO||Oct 2013 - Current||4|
|Paychex||Rochester, NY||Jan 2012 - Sep 2013||1|
|Paychex||Rochester, NY||Aug 2010 - Dec 2011||1|
|Messenger Post Media||Canandaigua, NY||Sep 2008 - Jul 2010||1|
|Price Landscaping||Naples, NY||May 2008 - Aug 2008||< 1|
|Schooling||Prattsburgh, NY||Sep 2007 - Apr 2008||< 1|
|Price Landscaping||Naples, NY||May 2007 - Aug 2007||< 1|
|Schooling||Prattsburgh, NY||Sep 2006 - Apr 2007||< 1|
|Price Landscaping||Naples, NY||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)