Jonathan Louis Iannacone

Employer firm

Wernau Asset Management CRD 129473

$203M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING AND FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 09/2006 → Present
  Verge Advisors Llc
  Rockport, MA
• 09/2014 → Present
  Wernau Asset Management
  Gloucester, MA

Other Businesses

NAME OF BUSINESS: VERGE ADVISORS LLC. ADDRESS: 16 Island Hill Ave Unit 102 Melrose, MA 02176 NOT INVESTMENT RELATED POSITION: FOUNDER AND CEO NATURE OF BUSINESS: VERGE ADVISORS LLC IS A BUSINESS CONSULTING FIRM IN MASSACHUSETTS. START DATE: 9/2006 HOURS DEVOTED PER WEEK: 30 HRS HOURS DEVOTED DURING SECURITIES TRADING HOURS: 15 HRS DUTIES: PROVIDING BUSINESS CONSULTING SERVICES TO PRIVATE COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-03