Jonathan Giordani is a CFA-designated registered investment advisor, based in Fulton, MD, with 24 years of industry experience.
Location
8161 Maple Lawn Blvd, Suite 400, Fulton, MD, 20759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved in several business activities. He uses PSG Investment Advisors for tax/investment purposes, owns rental real estate, operates under the DBA Wealth Enhancement Group for his LPL business, and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Planning Solutions Group, LLC
Triad Advisors LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Stanford Group CompanyBroker
Deutsche Bank Securities INC.Broker
State Registrations28 states
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