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Jonathan Andrew Reyes Wong

Jonathan A. Wong

LAYARI FINANCIAL
BREA, CA 92831
Some features on this profile are disabled
CRD#: 5687563
Jonathan Andrew Reyes Wong

Professional summary

Jonathan Andrew Reyes Wong, CFP®, who also goes by Jonathan Andrew Wong, Jonathan Andrew Reyes Wong, is a registered financial advisor currently at LAYARI FINANCIAL located in Brea, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan Andrew Wong | Jonathan Andrew Reyes Wong

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 Jonathan Andrew Reyes Wong's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

June 8, 2022 - Present

LAYARI FINANCIAL

Office #1: 185 State State College Boulevard Suite 67, Brea, CA 92831
RIA
CRD#: 321852
BREA, CA
Past

March 28, 2022 - January 4, 2024

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
Fullerton, CA
Past

April 5, 2017 - February 22, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHINO HILLS, CA
Past

April 4, 2017 - February 22, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHINO HILLS, CA
Past

March 27, 2015 - December 6, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAGUNA Niguel, CA
Past

December 8, 2014 - December 6, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LAGUNA Niguel, CA
Past

September 26, 2014 - October 23, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BREA, CA

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
California
(6/8/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2014
General Securities Representative Examination

Current Firm

LF
LAYARI FINANCIAL
LAYARI FINANCIAL | MODERN WEALTH PLANNING LLC

CRD#: 321852 / SEC#:

California
Registered Investment Advisory firm - (6/8/2022 Approved)
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Contact information

Main Address
185 State State College Boulevard Suite 67, Brea, CA 92831
Mailing Address
Phone number
(562) 850-3533
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts143
AUM (Assets Under Management)$ 9,107,966

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.

Company Information

LAYARI FINANCIAL

CRD#: 321852Brea, CA 92831

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