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Jonathan Christopher Wielenga

Investment adviser representative at Gibraltar Capital Management, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets

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How the firm charges

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

Percentage of assetsHourlyPerformance-based

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Gibraltar Capital Management, Inc.Jan 2021 to now
  2. JPMorgan Chase & Co.Aug 2018 to Dec 2020
  3. UnemployedMay 2018 to Jul 2018
  4. Thomson ReutersSep 2016 to Apr 2018
  5. Baylor UniversityMay 2015 to Apr 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

Gibraltar Capital Management, Inc.

$1.3BAssets managed
529Clients
18Advisers
20 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
7333187
Firm CRD
122328
Advisor's SEC record (opens in a new tab)
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