Jonathan Seth Grannick
CFP®Professional Summary
Jonathan Seth Grannick, CFP® is a registered financial advisor currently at WONDER WEALTH LLC located in San Diego, California. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Cashflow & Budgeting
- Investment Management
- Tax Planning
- Retirement Planning
- Risk Management & Insurance
Specializations
Biography
I help travel loving young families & professionals say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom. *Why younger clients: One word, IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later. *My Mission: To educate, empower, & guide you to a life full of options, not limitations....
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
WONDER WEALTH LLC
Contact Information
Main Address
San Diego, CAPhone Number
(619) 537-9680# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
51AUM (Assets Under Management)
$6,190,305Similar 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
(8/9/2021)
(4/11/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
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 Jonathan Seth Grannick's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Financial Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Cashflow & Budgeting
- Investment Management
- Tax Planning
- Retirement Planning
- Risk Management & Insurance
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OSAIC WEALTH, INC.
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