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Jonah Torrison

Investment adviser representative at Wealthfront Advisers LLC
10 yearsYears since first job or exam
1 stateRegistered in
$55.2B
17 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(855) 695-8437wealthfront.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Wealthfront Advisers LLCAug 2024 to now
  2. Wealthfront Brokerage LLCJul 2024 to now
  3. UnemployedJul 2023 to Jun 2024
  4. Robinhood Markets, IncJun 2022 to Jul 2023
  5. Robinhood Financial, LLCMay 2020 to Jul 2023
  6. Student at University of Colorado BoulderAug 2019 to May 2020
  7. UnemployedJul 2019 to Aug 2019
  8. Jt's Grill at Bicycle Race "ride the Rockies"Jun 2019 to Jul 2019
  9. UnemployedMay 2019 to Jun 2019
  10. Student at University of Colorado BoulderAug 2018 to May 2019
  11. UnemployedMay 2018 to Aug 2018
  12. Student at University of Colorado BoulderMar 2018 to May 2018
  13. Custom ChannelsJan 2018 to Mar 2018
  14. Student at University of Colorado BoulderAug 2017 to Jan 2018
  15. UnemployedMay 2017 to Aug 2017
  16. Student at University of Colorado BoulderAug 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Wealthfront Advisers LLC

$55.2B
544,882Clients
41Advisers
17 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7275855
148456
Advisor's SEC record
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