Unclaimed Profile

Jonathon Edward Fassett

SURIENCE PRIVATE WEALTH LLC·YAKIMA, Washington

SIE, Series 7TO, Series 66Clean record6 years registeredSURIENCE PRIVATE WEALTH LLC

402 E YAKIMA AVE, YAKIMA, WA 98901CRD# 7146086Firm CRD# 313055

Profile Verification

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

Identity

Jonathon Edward Fassett · YAKIMA, WA

Registration

CRD #7146086 · SURIENCE PRIVATE WEALTH LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SURIENCE PRIVATE WEALTH LLC

SURIENCE PRIVATE WEALTH LLC

Jun 2021 – Nov 2022

YAKIMA, WA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2019 – Jun 2021

YAKIMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · September 20, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SURIENCE PRIVATE WEALTH LLC

CRD 313055 · SEC 801-120656

AUM

$111M

Regulatory assets under management

Employees

341 client accounts

Services offered by SURIENCE PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SURIENCE PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Jonathon Edward Fassett offer?

Jonathon Edward Fassett specializes in Financial Planning, Investment Management, Wealth Management.

What are Jonathon Edward Fassett's credentials?

Jonathon Edward Fassett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathon Edward Fassett located?

Jonathon Edward Fassett is based in YAKIMA, Washington, last registered with SURIENCE PRIVATE WEALTH LLC.

How does Jonathon Edward Fassett charge for services?

Jonathon Edward Fassett's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SURIENCE PRIVATE WEALTH LLC?

SURIENCE PRIVATE WEALTH LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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