Jonah Rauguth has been an investment adviser representative at Immaculate Wealth Management since May 2019, and is not listed among the firm’s executive officers or direct owners. Jonah Rauguth holds a Bachelor of Business Administration from Benedictine University at Mesa.
Immaculate Wealth Management, LLC is a Mesa, AZ firm with $141M under management, 576 clients and 2 advisers in one office, as of its March 2026 filing.
Jonah A. Rauguth is Financial Advisor of Immaculate Wealth Management, LLC. He has worked at the firm since 2017 and specializes in investment management, retirement planning, and preparing comprehensive financial plans for young professionals and their families.
- – present · 7 yearsMesa, AZ · Adviser representative · Firm CRD 167657
Professional designations
Listed by Immaculate Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonah Rauguth is registered as an investment adviser representative in Arizona, since May 2019.
- ArizonaSince 28 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 May 2019 |
| SIE | Securities Industry Essentials Examination | 30 October 2018 |
| Series 7 | General Securities Representative Examination | 29 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Jonah Adam Rauguth
- CRD
- 6629493
- Firm
- Immaculate Wealth Management · CRD 167657
- Office
- 2500 S. POWER ROAD, SUITE 111, Mesa, AZ 85209
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- immaculatewealth.com
Where does Jonah Rauguth work?
Jonah Rauguth is an investment adviser representative registered through Immaculate Wealth Management, LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jonah Rauguth a financial advisor?
Yes. Jonah Rauguth has a current investment-adviser registration in Arizona, through Immaculate Wealth Management since May 2019.
How many years of experience does Jonah Rauguth have?
Jonah Rauguth has 7 years in the financial industry, since October 2018, across 1 adviser firm.
What exams has Jonah Rauguth passed?
Jonah Rauguth has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in October 2018.
Where is Jonah Rauguth based?
Jonah Rauguth’s registered office is in Mesa, AZ.
Is Jonah Rauguth registered with FINRA?
Yes. Jonah Rauguth has a current broker registration, under CRD 6629493.
Source: FINRA BrokerCheck
Is Jonah Rauguth a CFP?
Immaculate Wealth Management lists Jonah Rauguth with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jonah A. Rauguth, CFP® biography, immaculatewealth.com
How can I verify Jonah Rauguth’s record?
Search CRD 6629493 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonah Rauguth’s full registration record.
