JC
JC

Jonah Miles Collier

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4509 Maplecrest Road, Fort Wayne, IN, 46835

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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 ActivitiesSells Insurance

Jonah is a VP and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial since 1998, focusing on insurance sales and services, as well as business management. This takes about half of his time.

Employment History
Current Registrations
Maripau Wealth Management LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Ae Wealth Management, LLC
July 2018 - April 2021 · 2 yrs 9 mos
Global Financial Private Capital, LLC
July 2015 - July 2018 · 3 yrs
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Jonah Miles Collier - Financial Advisor | TrueAdvisor