Jonathan WaltonCRD Number: 5062233
Current Firm: Wells Fargo Clearing Services, LLC
Jonathan Walton (CRD# 5062233) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Wells Fargo Clearing Services, LLC||St.louis, MO||Mar 2021 - Current||< 1|
|Disys||St.louis, MO||Jan 2021 - Sep 2021||< 1|
|Private Client Services||Louisville, KY||Apr 2018 - Jan 2021||2|
|Uwharrie Investment Advisors||Charlotte, NC||Mar 2018 - Sep 2020||2|
|Lpl Financial LLC||Fort Mill, SC||Oct 2016 - Apr 2018||1|
|E*trade Capital Management LLC||Charlotte, NC||May 2009 - Oct 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
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