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Detailed Report
JONATHAN LOUIS IANNACONE
CRD#: 6397048
IA
Investment Adviser
WERNAU ASSET MANAGEMENTCRD#: 129473 30 WESTERN AVE
SUITE 206
GLOUCESTER, MA 01930
Registration History
2014201520162017201820192020202120222023202420252026IAWERNAU ASSET MANAGEMENT (CRD# 129473)2014 - Present (10 years)
License(s)

State Registrations

IA
Massachusetts 11/19/2014
Current Registration(s)
IA
WERNAU ASSET MANAGEMENT (CRD#:129473)
30 WESTERN AVE SUITE 206, GLOUCESTER, MA 01930
Registered with this firm since 11/19/2014
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.