Jonathan Mandwelle (CRD# 2493454) is an Investment Advisor Representative working at J. Mandwelle Capital Management in Queensbury, NY and has over 29 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Mandwelle Capital Strategies, LLC | Glens Falls, NY | Dec 2011 - Current | 12 |
| Suny Adirondack | Queesnbury, NY | Sep 2010 - Current | 13 |
| Crandell Financial Group | Glens Falls, NY | Nov 2001 - Current | 22 |
| Raymond James Financial Services, Inc. | Saratoga Springs, NY | Jan 1999 - Current | 25 |
| Jonathan Manowelle Cpa/fin Planner | Queensbury, NY | Sep 1994 - Current | 29 |
| Jonathan Manowelle Cpa | Queensbury, NY | May 1991 - Current | 33 |
| Jonathan Mandwelle, Cpa | Queensbury & Hudson Falls, NY | Apr 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- NY
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$427,945
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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 derived from SEC.gov data covering 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.
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.