Jon-eric Lawrence Kronvall
Professional Summary
Jon-eric Lawrence Kronvall, who also goes by Eric Lawrence Kronvall, Eric Kronvall, Joneric Kronvall, is a registered financial advisor currently at WEALTH INNOVATION located in La Selva, California. Jon-eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jon-eric has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon-eric Lawrence Kronvall, Eric Lawrence Kronvall, Eric Kronvall, Joneric Kronvall
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SELECT INVESTMENT SERVICES | WEALTH INNOVATION LLC | WEALTH INNOVATION | SHELTER ISLAND ASSET MANAGEMENT
Contact Information
Main Address
La Selva, CAPhone Number
(805) 886-6126# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$12,705,777Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(6/7/2022)
(1/10/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jon-eric Lawrence Kronvall's CRS (Customer Relationship Summary).
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