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La Selva, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-10 |
| CA | RA | APPROVED | 2022-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Santa Barbara | CA | 11/1991 | 06/2017 |
| Wells Fargo Investments Llc | Santa Barbara | CA | 01/2003 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | 06/2017 |
| Partnervest Advisory Services, Llc. | Santa Barbara | CA | 06/2017 | 07/2019 |
| Triad Advisors | San Diego | CA | 05/2019 | 12/2021 |
| Wealth Innovation, Llc | San Luis Obispo | CA | 06/2022 | Present |
| Onedigital Investment Advisors | San Diego | CA | 06/2019 | 08/2022 |
| Wealth Advocacy Llc | San Diego | CA | 06/2017 | 08/2022 |
| Wells Fargo Bank, Na | Santa Barbara | CA | 06/2006 | 06/2017 |
| Consultant, Esoteric Advisors | San Luis Obispo | CA | 06/2017 | Present |
| Wealth Innovation | Santa Barbara | CA | 06/2017 | 06/2022 |
Jon-Eric Kronvall is owner and consultant of Esoteric Advisors which provides expert witness council to various parties and is not investment related. Occasionally this consulting practice can range upwards of ten hours a week during trading hours. These conflicts are mitigated by the nature of the investment advisory business in which Mr. Kronvall is involved, as with a value oriented portfolio style investing client trading is satisfied at the beginning and towards the end of market trading day.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-21 |
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