Jonathan Edelman is a CFP-designated registered investment advisor at Nonesuch Advisors, based in Kent, CT, with 4 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Nonesuch Advisors develops investment plans for clients and can review existing portfolios. Nonesuch does not provide ongoing management of client investments and does not have assets under management. Clients implement the investment plans themselves. Nonesuch can provide specific trading instructions.
Location
Kent, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the Co-Managing Partner of Inflection Vintners, LLC dba Foolhardy Vintners, a winery producing and selling wines. He is involved in production oversight, sales, and finance, dedicating an average of 20 hours per week, with time commitment varying significantly.
Employment History
Current Registrations
Nonesuch Advisors
State Registrations2 states
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