Jonathan Michael Vargo

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 07/2020
  Jonathan Vargo
  Kalamazoo, MI
• 04/2016 → 07/2020
  Wolff Financial Management Llc
  Kalamazoo, MI
• 08/2020 → 06/2021
  Infinex Investments, Inc.
  Meriden, CT
• 08/2020 → 06/2021
  Flagstar Bank
  Portage, MI
• 06/2021 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2020-08-20 → 2021-06-16
  Osaic Institutions, Inc.
  Portage, MI
• 2016-05-25 → 2020-08-06
  Wolff Financial Management Llc
  Kalamazoo, MI
• 2015-02-13 → 2016-05-10
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Bryan, OH
  Kalamazoo, MI
• 2011-05-10 → 2015-02-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portage, MI
• 2009-09-08 → 2011-05-03
  Edward Jones
  Crestwood, KY
  Louisville, KY
  Louisville, KY
  St Louis, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-25
• S66 Uniform Combined State Law Examination
  2009-09-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jonathan M Vargo
• Jonathan M Vargo
• Jonathan Michael Vargo