Jon Jandro is a CFP-designated registered investment advisor at E-Wealth Partners, based in Minnetonka, MN, with 11 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 143 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E-Wealth Partners manages investment portfolios for an annual fee that can be up to 2% of the value of your investments. This fee is negotiable and paid quarterly in advance. The fee is calculated based on the value of your account at the end of each quarter. If you end your relationship with E-Wealth, you'll receive a refund for any unearned portion of the fee.
Location
12301 Whitewater Dr., Suite 40, Minnetonka, MN, 55343
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is the owner and investment adviser representative of VRWA LLC DBA Valley Ridge Wealth since 2022. He also works as an independent insurance agent, dedicating a few hours per week, and provides tax preparation services, spending about 10-20% of his time during tax season.
Employment History
Current Registrations
E-Wealth Partners
Previous Registrations
Valley Ridge Wealth
LPL Financial LLC
Great Valley Advisor Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Locorr Distributors, LLCBroker
U.S. Bancorp Investments, INC.Broker
State Registrations1 state
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