Jonathan Wieland
Jonathan Wieland is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3210 E. Woodmen Rd., Suite 210, Colorado Springs, CO, 80920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns multiple rental properties, some managed by property managers and one he manages himself. He also works as an independent Raymond James financial advisor, operating under the DBA Wieland Wealth Management, dedicating about half of his time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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