Jonathan A. 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 Fullerton, 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Andrew Reyes Wong's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
June 8, 2022 - Present
LAYARI FINANCIAL
March 28, 2022 - January 4, 2024
ORIGIN INVESTMENT ADVISORY LLC
April 5, 2017 - February 22, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
April 4, 2017 - February 22, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
March 27, 2015 - December 6, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
December 8, 2014 - December 6, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
September 26, 2014 - October 23, 2014
AMERIPRISE FINANCIAL SERVICES, 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
(6/8/2022)
Exams
Current Firm
LAYARI FINANCIAL
CRD#: 321852 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 2,871,051 |
Red Flags
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