Best Investors
Account
Sign in
Best Investors
Account
Sign in
San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-04-11 |
| CA | RA | APPROVED | 2021-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wonder Wealth Llc | San Diego | CA | 03/2021 | Present |
| Virtual Para Planner | San Diego | CA | 01/2016 | Present |
Jonathan Grannick is currently employed as the Sole Proprietor and Owner of Virtual Para Planning operating from 4074 SHASTA STREET San Diego, California 92109. This activity is not investment related and accounts for approximately 5% of his time during trading hours. Jonathan provides virtual paraplanning support to financial planners. He helps them with data entry, financial plan creation for their end clients, and present them with recommendations and a preliminary financial plan that they review and modify as needed before presenting to their end clients.
Reach out to this advisor