Jon-eric Kronvall (CRD# 1876180) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Esoteric Advisors, LLC | San Luis Obispo, CA | Sep 2022 - Current | 1 |
| Wealth Innovation LLC | San Luis Obispo, CA | Apr 2022 - Current | 2 |
| Wealth Advocacy LLC | Kalaheo, HI | Jun 2017 - Current | 6 |
| Self Employed | San Luis Obispo, CA | Jun 2017 - Current | 6 |
| Onedigital Investment Advisors | San Diego, CA | Jun 2019 - Aug 2022 | 3 |
| Triad Advisors | Norcross, GA | May 2019 - Dec 2021 | 2 |
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Jun 2017 - Jul 2019 | 2 |
| Wells Fargo Clearing Services, LLC | Santa Barbara, CA | Nov 2016 - Jun 2017 | < 1 |
| Wells Fargo Bank, Na | Santa Barbara, CA | Jun 2006 - Jun 2017 | 11 |
| Wells Fargo Bank Na | Santa Barbara, CA | Oct 1991 - Jun 2017 | 25 |
| Wells Fargo Investments LLC | Santa Barbara, CA | Jan 2003 - Nov 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- CA
- LA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$381,052
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, LA
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