Jonathon Paul Soucier
Investment adviser representative at Wealth Teams Alliance
10 yearsExperience
1 stateRegistered in
$223.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Wealth Teams AllianceJan 2025 to now
- Guardian Life Insurance CompanyMay 2016 to now
- Park Avenue SecuritiesMay 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Teams Alliance
Legal name: Wealth Teams Alliance Inc.
$223.9MAssets managed
812Clients
11Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5645998
- Firm CRD
- 168907