JF
Jonathon Fassett
from Surience Private Wealth LLC
Jonathon Fassett is a financial advisor based in Washington, Yakima,
with 23 years of experience. Jonathon currently works for
Surience Private Wealth LLC.
Jonathon 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
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Jonathon Fassett works at Surience Private Wealth LLC
Surience Private Wealth LLC is a financial advisory firm based in Yakima, Washington. It currently has approximately $106,831,915 of assets under management and employs about 3 people. Surience Private Wealth LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
402 E Yakima Ave, Suite 120, Yakima, Washington, 98901
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