Jonathan Ustun is a registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1900 Duke Street, 200 2nd Fl, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is co-owner of 704S Edgewater LLC and manager of Samson Associates LLC and Subet Holdings LLC, all rental property related. He also coaches basketball and soccer, is part owner of Emily's Investments, LLC and Anna Perl's Investments, LLC, co-trustee of his mother's trust, trustee of a family trust, and 100% owner and managing member of River Flow, LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations46 states
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