JW
CFP
JW
CFP
Jonathan Wienecke is a CFP-designated registered investment advisor, based in Fulton, MD, with 24 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8161 Maple Lawn Blvd, Suite 400, Fulton, MD, 20759
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Regulatory History (1)
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Employment Separation After Allegations
August 2009Other Business ActivitiesSells Insurance
Jonathan is involved with Wealth Enhancement Group, selling non-variable insurance since 2019, and also uses it as a DBA for his LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Wealth Enhancement Advisory Services, LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
July 2019 - June 2025 · 5 yrs 11 mos
Planning Solutions Group, LLC
March 2012 - September 2019 · 7 yrs 6 mos
Triad Advisors LLCBroker
March 2012 - July 2019 · 7 yrs 4 mos
Genworth Financial Advisers Corporation
November 2009 - March 2012 · 2 yrs 4 mos
Genworth Financial Securities CorporationBroker
October 2009 - March 2012 · 2 yrs 5 mos
Lincoln Financial Advisors Corporation
July 2002 - September 2009 · 7 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
April 2002 - September 2009 · 7 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
April 2002 - April 2006 · 4 yrs
State Registrations23 states
AZCACODCDEFLINMAMDMTNCNJNVNYPASCSDTNTXUTVAWAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.
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