Jonathan Mead (CRD# 5993727) is an Investment Advisor Representative working at Eagle Strategies LLC in W Baraboo, WI and has over 11 years of experience in the finance industry.
CRD# 5078644
Ameriprise Financial Services, LLC
CRD# 4590944
Lpl Financial LLC
CRD# 6285443
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Firm Foundation Wealth & Retirement Solutions, LLC | Baraboo, WI | Dec 2017 - Current | 6 |
| Eagle Strategies LLC | Madison, WI | Jun 2016 - Current | 7 |
| Nylife Securities LLC | Madison, WI | May 2016 - Current | 7 |
| New York Life Insurance Company | Madison, WI | Apr 2016 - Current | 8 |
| Buffalo Phil's Grille | Wisconsin Dellsq, WI | Sep 2012 - Aug 2017 | 4 |
| Metlife Securities Inc. | Middleton, WI | Oct 2015 - Apr 2016 | < 1 |
| Schwinefus And Mead Financial Group LLC | Baraboo, WI | Apr 2015 - Oct 2015 | < 1 |
| Eagle Strategies LLC | Baraboo, WI | Mar 2015 - Oct 2015 | < 1 |
| Nylife Securities LLC | Madison, WI | Sep 2012 - Oct 2015 | 3 |
| New York Life Insurance Company | Madison, WI | Oct 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | Nov 2012 |
- WI
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.