Jonathan Ellenbogen is a registered investment advisor at Wells Fargo Advisors, based in Washington, DC, with 26 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
1426 21st St Nw, [Satellite], Washington, DC, 20036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan co-owns Saxenbogen, LLC and owns JE Management LLC, both for real estate purposes, dedicating minimal time to each. He also owns 75% of Impact Capital Strategies LLC, spending nearly full-time hours there, and serves as Board Secretary for Hartnett Condo Board Association, spending minimal time discussing building issues and asset investment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations27 states
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