Jonathan Wieland is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 26 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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