JS
CFP · ChFC
JS
CFP · ChFC

Johnathan Strong

10 Years of Experience
Missoula, MT
Broker

Johnathan Strong is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Missoula, MT, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Missoula, MT

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Johnathan has ownership stakes in multiple rental properties and LLCs, including Strong Planning LLC, Coffee Creations LLC, Strong Development LLC, NC Rental Group 1 LLC, Strongberg LLC, and others. He also serves on the finance committee for Go Run Missoula, reviewing financial statements.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Edward Jones
March 2017 - February 2024 · 6 yrs 11 mos
Edward JonesBroker
March 2017 - October 2023 · 6 yrs 7 mos
S.G. Long & CompanyBroker
August 2015 - March 2017 · 1 yr 7 mos
State Registrations26 states
AKAZCACOFLGAHIIDINKSKYLAMOMTNCNHNVNYOKORPASDTXUTVAWA
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.