Jon H. Jandro

VALLEY RIDGE WEALTH

Edina, MN 55439

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CRD#: 6258996

Professional summary

Jon Henry Jandro, who also goes by Jon Jandro, is a registered financial advisor currently at VALLEY RIDGE WEALTH located in Edina, Minnesota and E-WEALTH PARTNERS located in Minnetonka, Minnesota.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jon has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Jandro

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.

VRWA LLC DBA VALLEY RIDGE WEALTH; INVESTMENT-RELATED; EDINA, MINNESOTA; INVESTMENT ADVISER; OWNER/INVESTMENT ADVISER REPRESENTATIVE; START: 04/2022; INDEPENDENT INSURANCE AGENT; INVESTMENT-RELALTED; SAME OFFICE ADDRESS; INSURANCE SALES; 10 HRS/ MTH DURING TRADING. TAX PREPARATION SERVICES; INVESTMENT-RELATED; SAME OFFICE ADDRESS; TAX PREP; 30 HRS DURING TAX SEASON.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Henry Jandro's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 18, 2022 - Present

VALLEY RIDGE WEALTH

Office #1: 6505 Limerick Dr., Edina, MN 55439

RIA

CRD#: 316203

Edina, MN

Current

February 4, 2025 - Present

E-WEALTH PARTNERS

Office #1: 12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

RIA

CRD#: 327053

Minnetonka, MN

Past

April 8, 2020 - May 4, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

BLOOMINGTON, MN

Past

March 30, 2017 - December 15, 2020

GREAT VALLEY ADVISOR GROUP, LLC

RIA

CRD#: 123913

Mahtomedi, MN

Past

March 23, 2017 - July 10, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

BLOOMINGTON, MN

Past

March 3, 2017 - May 4, 2022

LPL FINANCIAL LLC

CRD#: 6413

BLOOMINGTON, MN

Past

June 3, 2015 - February 14, 2017

LOCORR DISTRIBUTORS, LLC

CRD#: 41782

EXCELSIOR, MN

Past

July 18, 2014 - May 28, 2015

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Minnesota
(4/18/2022)

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

State Security Law Exam

IAR

Series 65

Date: 3/16/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2014

General Securities Representative Examination

Current Firm

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

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Contact information

Main Address

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

Mailing Address

Phone number

(952) 800-2121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	549
AUM (Assets Under Management)	$ 112,857,307

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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Advisor Monitoring

Firm Stability Insights

Jon H. Jandro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Henry Jandro's CRS (Customer Relationship Summary).

Certified licenses

Experience

E-WEALTH PARTNERS

LPL FINANCIAL LLC

GREAT VALLEY ADVISOR GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LOCORR DISTRIBUTORS, LLC

U.S. BANCORP INVESTMENTS, INC.

Primary Firm SEC Registration

E-WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2017

Series 63

Date: 6/19/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2014

Current Firm

E-WEALTH PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

E-WEALTH PARTNERS

TRUST BUT VERIFY

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