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Jonathan P
CFA®, Series 65
Stamford, CT
Entrewealth
Jonathan Pasqua is a CFA® charterholder and holds a Series 65 license. He is currently with EntreWealth in Austin, TX, and has over 14 years of industry experience, including founding Pasqua Wealth Solutions. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team, employing a long-term investment approach that integrates various analytical methods and aligns portfolios with client-specific Investment Policy Statements.
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