Jonathan Wax, financial advisor Tampa FL

Jonathan Wax

CRD 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.

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Econologics Financial Advisors
Professional Designations
Company Name Location Dates Years
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
Contact Info for Jonathan D. Wax
Phone Number: 813-221-1956
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

FL

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