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Jonathan Louis Iannacone

WERNAU ASSET MANAGEMENT INC.·GLOUCESTER, Massachusetts
Series 65Clean record11 years registeredWERNAU ASSET MANAGEMENT INC.
30 WESTERN AVE, GLOUCESTER, MA 01930CRD# 6397048Firm CRD# 129473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Louis Iannacone · GLOUCESTER, MA
Registration
CRD #6397048 · WERNAU ASSET MANAGEMENT INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

WERNAU ASSET MANAGEMENT
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 19, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WERNAU ASSET MANAGEMENT INC.
CRD 129473 · SEC 801-118713
AUM
$170M
Regulatory assets under management
Employees
2
221 client accounts
Services offered by WERNAU ASSET MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WERNAU ASSET MANAGEMENT INC. →
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05

Frequently Asked Questions

What services does Jonathan Louis Iannacone offer?
Jonathan Louis Iannacone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLOUCESTER, Massachusetts for a consultation.
What are Jonathan Louis Iannacone's credentials?
Jonathan Louis Iannacone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Louis Iannacone located?
Jonathan Louis Iannacone is based in GLOUCESTER, Massachusetts, working with WERNAU ASSET MANAGEMENT INC.. Their office serves clients in the GLOUCESTER metropolitan area and surrounding communities.
How does Jonathan Louis Iannacone charge for services?
Jonathan Louis Iannacone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WERNAU ASSET MANAGEMENT INC.?
WERNAU ASSET MANAGEMENT INC. has approximately 2 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WERNAU ASSET MANAGEMENT INC.

Peter Christopher Wernau
GLOUCESTER, MA

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Nearby cities in Massachusetts
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Research
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