Jonathan Louis Wendall
Professional Summary
Jonathan Louis Wendall, who also goes by Louie Wendall, is a registered financial advisor currently at FORUM PRIVATE CLIENT GROUP located in Fishers, Indiana. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jonathan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Louie Wendall
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
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.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Current Firm
FORUM PRIVATE CLIENT GROUP | SAFISLIFE ADVISORS | FORUM SOLUTIONS GROUP, LLC | FORUM PRIVATE CLIENT GROUP LLC
Contact Information
Main Address
11313 Usa Parkway, Fishers, IN 46037-0000Mailing Address
P.o. Box 56036, Indianapolis, IN 46256Phone Number
(317) 558-6322# of Employees
11SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,490AUM (Assets Under Management)
$403,252,773Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
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.
The advisor shows no other business activity.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Primary Firm SEC Registration
FORUM PRIVATE CLIENT GROUP | SAFISLIFE ADVISORS | FORUM SOLUTIONS GROUP, LLC | FORUM PRIVATE CLIENT GROUP LLC
State Registrations and Notice Filings
(12/20/2024)
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.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Louis Wendall's CRS (Customer Relationship Summary).
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
