JW
Jonathan Wong
from Origin Investment Advisory LLC
Jonathan Wong is a financial advisor based in Massachusetts, Boston,
with 11 years of experience. Jonathan currently works for
Origin Investment Advisory LLC.
Jonathan maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
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Jonathan Wong works at Origin Investment Advisory LLC
Origin Investment Advisory LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $548,444 of assets under management and employs about 164 people. Origin Investment Advisory LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
177 Huntington Ave, Ste 1703 Pmb 50966, Boston, Massachusetts, 2115
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