J Arnold Wealth Management is an investment advisor in Youngstown with $244.53 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
454337163
SEC advisor number
801-118114
FINRA CRD number
159710
AUM ?
$244.53 mm
(as of 10 Mar 22)
Accounts
1,787
(as of 10 Mar 22)
Employees
7
(2 investment advisory or research)
Office hours
MON-FRI 9AM-5PM/ SAT 8AM TO 12PM BY APPOINTMENT, MON-FRI 9AM-5PM/ SAT 8AM TO 12PM BY APPOINTMENT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Arnold, Jon, Paul | Managing Member | 01/2011 | > 75% |
Kopp, Daniel, Michael | Chief Compliance Officer | 12/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G/A
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
23 Jan 24
SC 13G/A
FIRST TRUST EXCHANGE-TRADED FUND
23 Jan 24
SC 13G
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
SC 13G
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
15 Nov 23
SC 13G
FIRST TRUST EXCHANGE-TRADED FUND
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23