Jonathan WaxCRD Number: 2359704
Current Firm: Waller & Wax Advisors, Inc.
Jonathan Wax (CRD# 2359704) is an Investment Advisor Representative working at Waller & Wax Advisors, Inc. in Tampa, FL and has over 26 years of experience in the finance industry. Jonathan Wax has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Conn Memorial Foundation Inc.||Tampa, FL||Aug 2019 - Current||3|
|Jonathan Wax Investments, Inc.||Tampa, FL||Nov 2014 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Tampa, FL||Jan 2009 - Current||13|
|Waller & Wax Advisors, Inc.||Tampa, FL||Jul 2008 - Current||14|
|Raymond James Financial Services, Inc.||Tampa, FL||Apr 2002 - Current||20|
|Leadership Tampa Alumni Association||Tampa, FL||Feb 2010 - Nov 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||Sep 1996|
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)
- Financial planning services
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