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Mini j wagner head shot 1 june 2014
WS Wealth Management
Tyson's Corner, VA

Jon Wagner

CFA®, MBA
Score:
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Meet Jon

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Introduction - Jon Wagner
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Investment Approach - Jon Wagner
Video Transcripts

Jonathan Wagner, CFA, Founding Partner & President has over 20 years of professional experience with over 15 years specializing in portfolio management of both institutional accounts (e.g. pension plans and endowments) and those of high net worth individuals and families. Prior to co-founding WS, Jon was the Portfolio Manager at Bluemont Capital Advisors and held Relationship Management positions at Old Dominion Capital Management and Charles Schwab & Co.

He received…

Jonathan Wagner, CFA, Founding Partner & President has over 20 years of professional experience with over 15 years specializing in portfolio management of both institutional accounts (e.g. pension plans and endowments) and those of high net worth individuals and families. Prior to co-founding WS, Jon was the Portfolio Manager at Bluemont Capital Advisors and held Relationship Management positions at Old Dominion Capital Management and Charles Schwab & Co.

He received the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of Washington D.C. Jonathan holds a B.S. degree in Accounting from Indiana University and an M.B.A. from the William E. Simon Graduate School of Business Administration at the University of Rochester.

www.wswealthmanagement.com


Services offered

Investment Management
Financial Planning
Retirement Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
MBA
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