Jon Winteregg, financial advisor Greenwood IN

Jon Winteregg

CRD Number: 1359847
Current Firm: Ssn Advisory, Inc.

Jon Winteregg (CRD# 1359847) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Greenwood, IN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network Greenwood, IN Dec 2012 - Current 7
Ssn Advisory, Inc. Greenwood, IN Dec 2012 - Current 7
Proequities, Inc. Indianapolis, IN May 2008 - Dec 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Jon R. Winteregg
Phone Number: 800-264-5499
Firm Website: http://www.ssnetwork.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,894
    MILLIONS
  • Total Number of Accounts
    12,794
    ACCOUNTS
  • Average Account Value
    $226,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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