Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
27yrs
Jonathan Ellenbogen
Financial advisor at Wells Fargo Advisors
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Washington
Office1426 21st St NW [Satellite], Washington, DC 20036
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2016 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2016Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Wells Fargo Advisors at 314-875-3000 and ask for Jonathan Ellenbogen. Jonathan works from the Washington, DC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 27 years. Top 23% by experience in Washington.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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