Jonathan Harner (CRD# 6705851) is an Investment Advisor Representative working at Wichita Wealth Management, LLC in Wichita, KS and has over 7 years of experience in the finance industry. Jonathan Harner 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.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wichita Wealth Management, LLC | Wichita, KS | Jan 2022 - Current | 2 |
| Wichita Wealth Management, LLC | Wichita, KS | Sep 2016 - Dec 2021 | 5 |
| Leprino Foods Inc. | Lemoore, CA | Feb 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- KS
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$199,638
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS
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