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Jonathan Andrew Reyes Wong

Layari Financial

Brea, CA

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Current Employers
Layari Financial

185 State State College Boulevard Suite 67, Brea, CA 92831 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

185 State State College Boulevard Suite 67, Brea, CA 92831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Laguna Hills CA 11/2014 11/2016
Ameriprise Financial Services Inc Chino Hills CA 03/2017 02/2022
Unemployed Tustin CA 11/2016 03/2017
Origin Financial San Francisco CA 03/2022 01/2024
Modern Wealth Planning Llc Fullerton CA 04/2022 Present
  • 11/2014 → 11/2016
    Ameriprise Financial Services, Inc.
    Laguna Hills, CA
  • 03/2017 → 02/2022
    Ameriprise Financial Services Inc
    Chino Hills, CA
  • 11/2016 → 03/2017
    Unemployed
    Tustin, CA
  • 03/2022 → 01/2024
    Origin Financial
    San Francisco, CA
  • 04/2022 → Present
    Modern Wealth Planning Llc
    Fullerton, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-26
  • S66 Uniform Combined State Law Examination
    2015-03-26
Designations
Other Names
  • Jonathan Andrew Reyes Wong
  • Jonathan Andrew Wong

View on SEC IAPD

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