Jonathan Wright (CRD# 6503672) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Aldie, VA and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Apr 2023 - Current | 1 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Apr 2023 - Current | 1 |
| Jonathan Wright LLC | Alexandria, VA | Nov 2019 - Current | 4 |
| Department Of Defense | Alexandria, VA | Oct 2015 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Alexandria, VA | Jun 2015 - Current | 8 |
| World Financial Group, Inc. | Alexandria, VA | Aug 2014 - Current | 9 |
| Old Line Capital Club LLC | Broadlands, VA | Feb 2012 - Current | 12 |
| First Mount Zion Baptist Church - Money Smart Ministry | Dumfries, VA | Sep 2010 - Current | 13 |
| Department Of Defense | Washington Dc, DC | Aug 2009 - Current | 14 |
| Jonathan Levar Wright | Alexandria, VA | Oct 2015 - Aug 2020 | 4 |
| Wright Choice LLC | Alexandria, VA | Sep 2005 - Apr 2019 | 13 |
| Naval Sea Systems Command | Washington Navy Yard, DC | Aug 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- DC
- MD
- NJ
- NC
- PA
- TX
- VA
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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