Jonathan Louis Wendall
Investment adviser representative at Forum Private Client Group
10 yearsExperience
1 stateRegistered in
$403.3MFirm assets
12 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 feeCommissions
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.
- Forum Private Client GroupDec 2024 to now
- Forum Solutions Group, LLC, dba Safislife AdvisorsSep 2024 to now
- Forum Credit UnionJun 2024 to Sep 2024
- Forum Credit UnionMay 2023 to May 2024
- WalgreensJan 2022 to May 2023
- Indiana MentorFeb 2020 to Dec 2022
- Lafayette Family YmcaSep 2019 to Feb 2020
- Tippecanoe School CorporationJun 2018 to Aug 2019
- StudentDec 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Forum Private Client Group
Legal name: Forum Solutions Group, LLC
$403.3MAssets managed
635Clients
7Advisers
12 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
- 8024098
- Firm CRD
- 143075