CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration†
Jonathan provides financial advice and guidance based on a fundamental understanding of his clients’ unique objectives. He develops and implements planning strategies that manage short-term needs and long-term goals, often creating plans that can serve multiple generations. An avid outdoorsman, he enjoys saltwater fishing and spending time on Maryland’s easternshore. He is also a strong supporter of Ducks Unlimited. Jonathan lives in Howard County with his wife and 2 children.
- BA, Salisbury University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Five Star Wealth Manager (2013-2017 & 2019)*
The Wienecke Financial Advisory Team is located in our Fulton, MD office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
* Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017 or 2019 FIVE STAR Wealth Managers.