Jonathan Lakin

Jonathan Lakin is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.

Registration history (4)

FirmFromToCurrent
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2024-09-05presentYes
SCHWAB WEALTH ADVISORY, INC.2020-07-082022-02-17
FIDELITY PERSONAL AND WORKPLACE ADVISORS2018-07-132020-04-09
STRATEGIC ADVISERS LLC2009-09-092018-07-13

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