Jonas L. Means

MARIPOSA WEALTH SOLUTIONS LLC

Newcastle, WA

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CRD#: 5120318

Professional summary

Jonas Lincoln Means is a registered financial advisor currently at MARIPOSA WEALTH SOLUTIONS LLC located in Newcastle, Washington.

Jonas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonas has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Lincoln Means's CRS (Customer Relationship Summary).

COLDSTREAM SECURITIES, INC.

CRD#: 46835

BELLEVUE, WA

Past

August 3, 2006 - April 19, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BELLEVUE, WA

Past

July 19, 2006 - April 19, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BELLEVUE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(8/30/2019)

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Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2006

General Securities Representative Examination

Current Firm

MARIPOSA WEALTH SOLUTIONS LLC

CRD#: 304883 / SEC#:

Washington

Registered Investment Advisory firm - (8/30/2019 Approved)

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Contact information

Main Address

Snoqualmie, WA

Mailing Address

Phone number

(206) 276-2347

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 26,239,346

Red Flags

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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Jonas L. Means

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Lincoln Means's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIPOSA WEALTH SOLUTIONS LLC

CUTLER INVESTMENT GROUP

LNW

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2006

SIE

Date: 1/30/2015

Series 7

Date: 7/18/2006

Current Firm

MARIPOSA WEALTH SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARIPOSA WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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