Awards for Jonathan Wienecke

2024

Five Star Wealth Manager (2024)

Five Star Professional

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 the 2024 FIVE STAR Wealth Managers. Awarded 01/01/24 for the period of 04/10/23 - 10/31/23.

2023

Five Star Wealth Manager (2023)

Five Star Professional

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 the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.

  1. 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 the 2024 FIVE STAR Wealth Managers. Awarded 01/01/24 for the period of 04/10/23 - 10/31/23.
  2. 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 the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.