JI
Jonathan L. Iannacone
WERNAU ASSET MANAGEMENT
Gloucester, MA 01930
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CRD#: 6397048
JI
Professional summary
Jonathan Louis Iannacone is a registered financial advisor currently at WERNAU ASSET MANAGEMENT located in Gloucester, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
NAME OF BUSINESS: VERGE ADVISORS LLC. ADDRESS: 16 Island Hill Ave Unit 102 Melrose, MA 02176 NOT INVESTMENT RELATED POSITION: FOUNDER AND CEO NATURE OF BUSINESS: VERGE ADVISORS LLC IS A BUSINESS CONSULTING FIRM IN MASSACHUSETTS. START DATE: 9/2006 HOURS DEVOTED PER WEEK: 30 HRS HOURS DEVOTED DURING SECURITIES TRADING HOURS: 15 HRS DUTIES: PROVIDING BUSINESS CONSULTING SERVICES TO PRIVATE COMPANIES.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Louis Iannacone'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®
NoneExperience
Current
November 19, 2014 - Present
WERNAU ASSET MANAGEMENT
Office #1: 30 Western Ave Suite 206, Gloucester, MA 01930RIA
CRD#: 129473
Gloucester, MA
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".
WA
WERNAU ASSET MANAGEMENT
WERNAU ASSET MANAGEMENT | WERNAU ASSET MANAGEMENT INC.
CRD#: 129473 / SEC#: 801-118713
RIA
Registered Investment Advisory firm - (5/14/2020 Approved)Massachusetts
Registered Investment Advisory firm - (6/1/2020 Terminated)New York
Registered Investment Advisory firm - (6/1/2020 Terminated)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
Massachusetts(11/19/2014)
Current Firm
WA
WERNAU ASSET MANAGEMENT
WERNAU ASSET MANAGEMENT | WERNAU ASSET MANAGEMENT INC.
CRD#: 129473 / SEC#: 801-118713
RIA
Registered Investment Advisory firm - (5/14/2020 Approved)Massachusetts
Registered Investment Advisory firm - (6/1/2020 Terminated)New York
Registered Investment Advisory firm - (6/1/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 Western Ave Suite 206, Gloucester, MA 01930
Mailing Address
Phone number
(617) 871-0029
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 224 |
| AUM (Assets Under Management) | $ 191,270,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/06/2025 | ||
| 08/26/2024 | ||
| 07/03/2023 |
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
WERNAU ASSET MANAGEMENT
CRD#: 129473Gloucester, MA 01930TRUST BUT VERIFY
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