RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
5yrs
Jonathan North
Financial advisor at Wells Fargo Investment Institute
Jonathan North is a fiduciary financial advisor in Minneapolis, Minnesota, with 5 years in the industry. Jonathan joined Wells Fargo Investment Institute in 2021, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office550 S 4th St 14th Floor, Minneapolis, MN 55415
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.11 million
Advisors at the firm51
States licensed ?1 state
Services through Wells Fargo Investment Institute
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowWells Fargo Investment Institute, Inc.Current firm
Contact Jonathan
(314) 354-5814Firm headquarters in Charlotte, NC. Ask for Jonathan. 550 S 4th St 14th FloorMinneapolis, MN 55415Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Wells Fargo Investment Institute at (314) 354-5814 and ask for Jonathan North. Jonathan works from the Minneapolis, MN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jonathan hold?
Series 65. 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 Investment Institute reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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