Jonathan Andre (CRD# 5767879) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Jonathan Andre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6626957
Kld Wealth Management
CRD# 2930449
Primerica Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Wealth Planning, LLC | Cincinnati, OH | Jun 2015 - Current | 8 |
| Financial Management Group Inc. | Cincinnati, OH | May 2002 - Jun 2015 | 13 |
- IN
- OH
- TX
-
Total Assets Under Management1,055MILLIONS
-
Total Number of Accounts2,642ACCOUNTS
-
Average Account Value$399,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, GA, IL, IN, KY, NC, OH, SC, TN, TX
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