Jon-eric L. 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 San Luis Obispo, 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jon-eric Lawrence Kronvall's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 7, 2022 - Present
WEALTH INNOVATION
June 3, 2019 - August 15, 2022
ONEDIGITAL
May 31, 2019 - December 31, 2021
TRIAD ADVISORS LLC
June 8, 2017 - July 10, 2019
PARTNERVEST ADVISORY SERVICES LLC
January 3, 2011 - June 7, 2017
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - June 7, 2017
WELLS FARGO CLEARING SERVICES, LLC
May 22, 2003 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
January 29, 2003 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/7/2022)
(1/10/2023)
Exams
Series 7TO
Date: 3/19/2024
General Securities Representative ExaminationCurrent Firm
WEALTH INNOVATION
CRD#: 321716 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 13,267,448 |
Red Flags
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