Jonathan Andrew Reyes Wong is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with MODERN WEALTH PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH PLANNING LLC | 2025-01-01 | present | Yes |
| ORIGIN INVESTMENT ADVISORY LLC | 2022-03-28 | 2024-01-04 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2017-04-05 | 2022-02-22 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2015-03-27 | 2016-12-06 | — |