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Jonathan Louis Iannacone

WERNAU ASSET MANAGEMENT INC.·GLOUCESTER, Massachusetts
Unclaimed Profile
30 WESTERN AVE, GLOUCESTER, MA 01930CRD# 6397048Firm CRD# 129473
01

About

Jonathan Louis Iannacone is a registered financial advisor based in GLOUCESTER, Massachusetts, affiliated with WERNAU ASSET MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WERNAU ASSET MANAGEMENT INC.
WERNAU ASSET MANAGEMENT
AUM
$170M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WERNAU ASSET MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6397048
Firm CRD# 129473
No disclosures on file
View on FINRA BrokerCheck →

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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 in GLOUCESTER
Matthew Miller Babson — GOOD HARBOR ADVISORS, INC.Donna Irene Crocker — GOOD HARBOR ADVISORS, INC.Peter Christopher Wernau — WERNAU ASSET MANAGEMENT INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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