JW
JW

Jonathan Ryan Warner

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,849 clients
Average Client Portfolio
$497K average
Assets Under Management
$1.4B

Fee Structure

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Location

3723 N Locust Grove Rd. #100, Meridian, ID, 83646

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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

Jonathan is a CPA and member/owner of Isler Group LLC, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) with Wealth Management Associates, but spends no time on this activity.

Employment History
Current Registrations
Continuum Advisory, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ig Advisory, LLC
June 2022 - November 2023 · 1 yr 5 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.