Jonathan BealCRD Number: 6387135
Current Firm: Wells Fargo Clearing Services, LLC
Jonathan Beal (CRD# 6387135) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Waxahachie, TX and has over 3 years of experience in the finance industry.
Schulz Wealth, Ltd.
H.d. Vest Advisory Services, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors, LLC||Waxahachie, TX||Aug 2014 - Current||3|
|Wells Fargo Bank, Na||Waxahachie, TX||Mar 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY