Jonas Wealth Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

Get in Touch 6/19 Baringa St, Morningsid...

Phone Number

+61 434263804

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
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1
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1

About Jonas Wealth Management

Jonas Wealth Management is a modern financial advisory firm focused on wealth creation, investment planning, and providing true financial advice. They emphasize personalized service and develop strategies tailored to their clients' investment, philanthropic, and family needs. Their client relationships are seen as long-term partnerships, aiming to offer advice that is unique to each client's journey. The firm particularly prefers Australian-based assets while ensuring that strategy remains central to their recommended actions.Explore more
Jonas Wealth Management's Social MediaPopular SearchesJonas Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Jonas Wealth Management Org Chart

PhoneEmail
TJ
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Founder & Chief Investment Officer & Managing...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jonas Wealth Management

<$5M
1-10
Private
-
2017
TJ
Tyson JonasFounder & Chief Investment Officer & Managing Director
$5.6M
11-50
Private
-
1983
N/A
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
TO
Terence O'SullivanFinancial Planner
<$5M
1-10
Private
-
-
AT
Andrew TravisDirector, Financial Adivsor
<$5M
1-10
Private
-
-
HB
Heike BrennanOffice Manager
<$5M
1-10
Private
-
1988
MC
Monica ChristodoulouClient Service Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jonas Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jonas Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jonas Wealth Management.

Jonas Wealth Management Tech Stack

A closer look at the technologies used by Jonas Wealth Management

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Frequently Asked Questions Regarding Jonas Wealth Management

What is Jonas Wealth Management's official website?
Jonas Wealth Management's official website is www.jonaswm.com
What is Jonas Wealth Management's Revenue?
Jonas Wealth Management's revenue is <$5 Million
What is Jonas Wealth Management's SIC code?
Jonas Wealth Management's SIC: 62,628
What is Jonas Wealth Management's NAICS code?
Jonas Wealth Management's NAICS: 52,523
How many employees does Jonas Wealth Management have?
Jonas Wealth Management has 1-10 employees
What industry does Jonas Wealth Management belong to?
Jonas Wealth Management is in the industry of: Finance, Securities Trading
What is Jonas Wealth Management competition?
Jonas Wealth Management top competitors include: Concurrence Financial Planning, MBA Wealth Solutions, RightFit Financial Advisors, HUB Financial Advice
What technology does Jonas Wealth Management use?
Some of the popular technologies that Jonas Wealth Management uses are: Sentry, HubSpot, WixStores, F5 BIG-IP Platform
How do I contact Jonas Wealth Management?
Jonas Wealth Management contact info: Phone number: +61 434263804 Website: www.jonaswm.com
What does Jonas Wealth Management do?

Jonas Wealth Management is a modern financial advisory firm focused on wealth creation, investment planning, and providing true financial advice. They emphasize personalized service and develop strategies tailored to their clients' investment, philanthropic, and family needs. Their client relationships are seen as long-term partnerships, aiming to... offer advice that is unique to each client's journey. The firm particularly prefers Australian-based assets while ensuring that strategy remains central to their recommended actions.Read More

What are Jonas Wealth Management social media links?
Jonas Wealth Management Linkedin page Jonas Wealth Management Facebook page
Is Jonas Wealth Management a public company?
Jonas Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Jonas Wealth Management

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