Unclaimed Profile

Jon-Jon Knepp

VISIONARY WEALTH MANAGEMENT, LLC·ALPHARETTA, Georgia

Series 65Clean record6 years registeredVISIONARY WEALTH MANAGEMENT, LLC

3980 OLD MILTON PARKWAY, ALPHARETTA, GA 30005CRD# 7237836Firm CRD# 311702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon-Jon Knepp · ALPHARETTA, GA

Registration

CRD #7237836 · VISIONARY WEALTH MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

GIBBS WEALTH MANAGEMENT, LLC

Apr 2020 – present

VISIONARY WEALTH MANAGEMENT, LLC

Apr 2021 – Aug 2021

FISHERS, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 21, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISIONARY WEALTH MANAGEMENT, LLC

CRD 311702 · SEC 801-120223

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by VISIONARY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at VISIONARY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jon-Jon Knepp offer?

Jon-Jon Knepp specializes in Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Jon-Jon Knepp's credentials?

Jon-Jon Knepp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon-Jon Knepp located?

Jon-Jon Knepp is based in ALPHARETTA, Georgia, working with VISIONARY WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Jon-Jon Knepp charge for services?

Jon-Jon Knepp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISIONARY WEALTH MANAGEMENT, LLC?

VISIONARY WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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