Jonathan S. Grannick
WONDER WEALTH LLC
San Diego, CA
Some features on this profile are disabled
CRD#: 5929292
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 .
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.
Schedule a free 30 minute introductory call to chat further!
here
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Life Transitions
Small Business Planning
Education Planning
Budgeting
Investment Planning
Tax Planning
Debt Management
Inheritance
Employee and Employer Plan Ben...
Retirement Planning
Insurance Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice without Ongo...
Millennials
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.
Jonathan Grannick is currently employed as the Sole Proprietor and Owner of Virtual Para Planning operating from 4074 SHASTA STREET San Diego, California 92109. This activity is not investment related and accounts for approximately 5% of his time during trading hours. Jonathan provides virtual paraplanning support to financial planners. He helps them with data entry, financial plan creation for their end clients, and present them with recommendations and a preliminary financial plan that they review and modify as needed before presenting to their end clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Seth Grannick'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®
Start date: 2016
Experience
Current
August 9, 2021 - Present
WONDER WEALTH LLC
RIA
CRD#: 315390
San Diego, 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(8/9/2021)
IAR
Louisiana(4/11/2022)
Exams
Current Firm
WONDER WEALTH LLC
WONDER WEALTH LLC
CRD#: 315390 / SEC#:
California
Registered Investment Advisory firm - (8/9/2021 Approved)Louisiana
Registered Investment Advisory firm - (4/11/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
San Diego, CA
Mailing Address
Phone number
(619) 537-9680
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 2,447,393 |
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.
