Jonathan Soden is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1605 N Cedar Crest Blvd Ste 111, [Satellite], Allentown, PA, 18104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan coaches local triathletes through Endurance Multisport, dedicating a few hours per week. He also has a 60% ownership in Magellan Financial Inc and is a trustee for both his father's estate and his sister, dedicating minimal time to these trustee roles.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations37 states
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