Jonathan Louis Wendall
Investment Adviser Representative at Forum Private Client Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Louis Wendall is an investment adviser representative with Forum Private Client Group in Fishers, IN, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentDec 2014 – Jun 2018Indianapolis, IN
- Tippecanoe School CorporationJun 2018 – Aug 2019Lafayette, IN
- Lafayette Family YMCASep 2019 – Feb 2020Lafayette, IN
- Indiana MentorFeb 2020 – Dec 2022Lafayette, IN
- WalgreensJan 2022 – May 2023Lafayette, IN
- Forum Credit UnionMay 2023 – May 2024Fishers, IN
- Forum Credit UnionJun 2024 – Sep 2024Fishers, IN
- FORUM Solutions Group, LLC, dba SafisLife AdvisorsSep 2024 – no end date reportedFishers, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Forum Private Client Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Fishers, IN
- SEC file number:
- 801-78874
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 20, 2026
View full firm profileOther advisors at Forum Private Client Group
6 other advisors in the directory
Similar advisors in Fishers, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Louis Wendall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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