Jonathan Illig (CRD# 3207342) is an Investment Advisor Representative working at Prudent Prospera Planning, Inc. in Fountain Hills, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudent Prospera Planning, Inc. | Fountain Hills, AZ | Apr 2021 - Current | 3 |
| Advanced Retirement Planning, LLC | Scottsdale, AZ | Feb 2016 - Current | 8 |
| Arp Advisors, LLC | Tempe, AZ | Dec 2016 - Dec 2021 | 5 |
| Gebhardt Group, Inc., | Lafayette, CA | Apr 2016 - Feb 2017 | < 1 |
| Brokers Alliance, Inc. | Fountain Hills, AZ | Feb 2013 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- AZ
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, LA, TX
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