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Jonathan Knox Wilfong

B-29 ADVISORS, LLC·ADDISON, Texas
Clean recordB-29 ADVISORS, LLC
14131 MIDWAY ROAD, ADDISON, TX 75001CRD# 6820483Firm CRD# 292096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Knox Wilfong · ADDISON, TX
Registration
CRD #6820483 · B-29 ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Knox Wilfong is a registered financial advisor based in ADDISON, Texas, affiliated with B-29 ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
B-29 ADVISORS, LLC
B-29 ADVISORS, LLC
AUM
$348M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at B-29 ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6820483
Firm CRD# 292096
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Knox Wilfong offer?
Jonathan Knox Wilfong specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.
What are Jonathan Knox Wilfong's credentials?
Jonathan Knox Wilfong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Knox Wilfong located?
Jonathan Knox Wilfong is based in ADDISON, Texas, working with B-29 ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Jonathan Knox Wilfong charge for services?
Jonathan Knox Wilfong's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B-29 ADVISORS, LLC?
B-29 ADVISORS, LLC has approximately 7 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at B-29 ADVISORS, LLC

Kelly Bub Smith
ADDISON, TX
Ryan Walker Davidson
ADDISON, TX
John Schmitz
ADDISON, TX
J. Christopher Floyd
DALLAS, TX
Steve Schmitz
DALLAS, TX
Kevin Michael Palma
ADDISON, TX

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